SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $747,260 | -13.8% | 10,560 | -11.5% | 0.06% | -9.2% |
| Q2 2023 | $866,414 | -11.6% | 11,931 | -11.0% | 0.06% | -15.6% |
| Q1 2023 | $980,271 | +0.7% | 13,399 | +3.9% | 0.08% | -7.2% |
| Q4 2022 | $973,786 | +124.4% | 12,891 | +97.2% | 0.08% | +107.5% |
| Q3 2022 | $434,000 | -7.3% | 6,537 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $468,000 | +20.0% | 6,537 | +32.1% | 0.04% | +32.3% |
| Q1 2022 | $390,000 | -29.9% | 4,947 | -28.1% | 0.03% | -24.4% |
| Q4 2021 | $556,000 | -40.8% | 6,883 | -45.6% | 0.04% | -46.8% |
| Q3 2021 | $939,000 | -9.9% | 12,644 | -8.2% | 0.08% | -10.5% |
| Q2 2021 | $1,042,000 | -8.8% | 13,778 | -12.0% | 0.09% | -12.2% |
| Q1 2021 | $1,142,000 | +24.7% | 15,656 | +9.6% | 0.10% | -18.3% |
| Q4 2020 | $916,000 | +1848.9% | 14,283 | +1678.7% | 0.12% | +990.9% |
| Q4 2019 | $47,000 | +20.5% | 803 | 0.0% | 0.01% | -15.4% |
| Q1 2018 | $39,000 | – | 803 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 220,012 | $15,568,050 | 54.37% |
| Keystone Financial Planning, Inc. | 1,680,787 | $118,932,500 | 41.55% |
| CGC Financial Services, LLC | 674,274 | $47,711,653 | 33.36% |
| Kellett Wealth Advisors, LLC | 415,824 | $29,423,721 | 25.21% |
| Reitz Capital Advisors LLC | 182,801 | $12,854,578 | 24.55% |
| Rezny Wealth Management, Inc. | 900,063 | $63,688,458 | 22.42% |
| Walker Financial Services, Inc. | 318,384 | $22,528,836 | 21.89% |
| Dechtman Wealth Management, LLC | 997,308 | $70,570 | 20.90% |
| Wealth Management Solutions, LLC | 413,874 | $29,285,743 | 20.08% |
| HHM Wealth Advisors, LLC | 1,443,765 | $102,160,873 | 19.96% |