SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,517 | -6.0% | 3,342 | +0.0% | 0.03% | 0.0% |
| Q2 2023 | $251,681 | +3.7% | 3,341 | -0.0% | 0.03% | 0.0% |
| Q1 2023 | $242,720 | -98.8% | 3,342 | -98.8% | 0.03% | -98.9% |
| Q4 2022 | $20,435,812 | +12.0% | 270,530 | -1.5% | 2.68% | -10.1% |
| Q3 2022 | $18,239,000 | -4.3% | 274,568 | +3.2% | 2.98% | +5.4% |
| Q2 2022 | $19,061,000 | -6.4% | 266,108 | +3.0% | 2.83% | +7.7% |
| Q1 2022 | $20,375,000 | -0.8% | 258,272 | +1.6% | 2.63% | -1.6% |
| Q4 2021 | $20,539,000 | +12.8% | 254,098 | +3.6% | 2.67% | +9.5% |
| Q3 2021 | $18,204,000 | +3.4% | 245,207 | +5.4% | 2.44% | +0.2% |
| Q2 2021 | $17,599,000 | +9.4% | 232,727 | +5.5% | 2.44% | +5.0% |
| Q1 2021 | $16,085,000 | – | 220,585 | – | 2.32% | – |
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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% |