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 | $1,920 | +4471.4% | 145,565 | +303.2% | 0.20% | +3840.0% |
| Q2 2023 | $42 | -2.3% | 36,100 | +29.9% | 0.01% | 0.0% |
| Q1 2023 | $43 | -66.9% | 27,800 | -17.2% | 0.01% | -54.5% |
| Q4 2022 | $130 | -93.5% | 33,593 | +441.8% | 0.01% | – |
| Q3 2022 | $2,000 | -97.3% | 6,200 | -51.2% | 0.00% | -100.0% |
| Q2 2022 | $74,000 | +270.0% | 12,700 | -23.0% | 0.01% | +400.0% |
| Q1 2022 | $20,000 | -63.0% | 16,500 | -52.4% | 0.00% | -50.0% |
| Q4 2021 | $54,000 | +45.9% | 34,700 | +25.3% | 0.00% | 0.0% |
| Q3 2021 | $37,000 | +270.0% | 27,700 | +229.8% | 0.00% | – |
| Q2 2021 | $10,000 | -80.8% | 8,400 | -61.6% | 0.00% | -100.0% |
| Q1 2021 | $52,000 | -82.2% | 21,900 | +31.1% | 0.00% | -84.6% |
| Q4 2020 | $292,000 | +251.8% | 16,700 | -39.1% | 0.01% | +160.0% |
| Q3 2020 | $83,000 | +102.4% | 27,400 | +42.2% | 0.01% | +150.0% |
| Q2 2020 | $41,000 | +86.4% | 19,262 | +207.6% | 0.00% | +100.0% |
| Q1 2020 | $22,000 | -4.3% | 6,262 | +46.9% | 0.00% | 0.0% |
| Q4 2019 | $23,000 | +91.7% | 4,262 | -26.5% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | +50.0% | 5,800 | +56.8% | 0.00% | – |
| Q2 2019 | $8,000 | -20.0% | 3,699 | -52.6% | 0.00% | -100.0% |
| Q1 2019 | $10,000 | +900.0% | 7,800 | +122.9% | 0.00% | – |
| Q4 2018 | $1,000 | – | 3,500 | +483.3% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 600 | +200.0% | 0.00% | – |
| Q4 2017 | $5,000 | – | 200 | -91.3% | 0.00% | – |
| Q3 2017 | $0 | -100.0% | 2,300 | -42.7% | 0.00% | -100.0% |
| Q4 2016 | $166,000 | -15.7% | 4,014 | -65.4% | 0.01% | -33.3% |
| Q3 2016 | $197,000 | +212.7% | 11,600 | -15.9% | 0.01% | +125.0% |
| Q2 2016 | $63,000 | +1160.0% | 13,800 | +15.0% | 0.00% | – |
| Q1 2016 | $5,000 | – | 12,000 | +445.5% | 0.00% | – |
| Q4 2015 | $0 | – | 2,200 | – | 0.00% | – |
Download | ||||||
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% |