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 | $2,120,326 | -4.5% | 29,965 | -1.9% | 0.18% | -3.8% |
| Q2 2023 | $2,219,306 | +0.8% | 30,560 | +1.6% | 0.18% | -5.2% |
| Q1 2023 | $2,201,312 | +103588.7% | 30,089 | +7.1% | 0.19% | -1.0% |
| Q4 2022 | $2,123 | -99.9% | 28,105 | +6.0% | 0.19% | +7.2% |
| Q3 2022 | $1,761,000 | -10.1% | 26,509 | -3.1% | 0.18% | -4.7% |
| Q2 2022 | $1,959,000 | -8.1% | 27,351 | +1.2% | 0.19% | +1.1% |
| Q1 2022 | $2,132,000 | -4.9% | 27,030 | -2.5% | 0.19% | -6.9% |
| Q4 2021 | $2,241,000 | +8.3% | 27,725 | -0.5% | 0.20% | -1.5% |
| Q3 2021 | $2,069,000 | -20.1% | 27,874 | -18.6% | 0.20% | -19.9% |
| Q2 2021 | $2,590,000 | +1.8% | 34,255 | -1.8% | 0.26% | -4.8% |
| Q1 2021 | $2,543,000 | -15.5% | 34,876 | -25.7% | 0.27% | -21.6% |
| Q4 2020 | $3,010,000 | +1.2% | 46,922 | -12.7% | 0.34% | -3.4% |
| Q3 2020 | $2,973,000 | +1.3% | 53,758 | -5.2% | 0.36% | +3.2% |
| Q2 2020 | $2,936,000 | +0.2% | 56,730 | -12.9% | 0.34% | -11.1% |
| Q1 2020 | $2,930,000 | -35.7% | 65,144 | -17.3% | 0.39% | -30.3% |
| Q4 2019 | $4,560,000 | +5.2% | 78,726 | -0.5% | 0.56% | -2.8% |
| Q3 2019 | $4,336,000 | +1.5% | 79,150 | -0.9% | 0.57% | +2.0% |
| Q2 2019 | $4,273,000 | +9.1% | 79,863 | +11.2% | 0.56% | +8.1% |
| Q1 2019 | $3,917,000 | +12.0% | 71,814 | +1.1% | 0.52% | +1.6% |
| Q4 2018 | $3,497,000 | +0.3% | 71,023 | +4.8% | 0.51% | -17.2% |
| Q3 2018 | $3,487,000 | -5.5% | 67,793 | -7.9% | 0.62% | +12.6% |
| Q2 2018 | $3,689,000 | -15.4% | 73,609 | -17.8% | 0.55% | -17.1% |
| Q1 2018 | $4,362,000 | -11.1% | 89,603 | -1.6% | 0.66% | -9.3% |
| Q4 2017 | $4,904,000 | +23.6% | 91,088 | +9.0% | 0.73% | +10.1% |
| Q3 2017 | $3,968,000 | +10.1% | 83,595 | +5.7% | 0.66% | +2.3% |
| Q2 2017 | $3,603,000 | +7.9% | 79,119 | +5.1% | 0.65% | +0.6% |
| Q1 2017 | $3,340,000 | +24.5% | 75,297 | +23.1% | 0.64% | +20.5% |
| Q4 2016 | $2,683,000 | +170.2% | 61,147 | +160.7% | 0.53% | +147.9% |
| Q3 2016 | $993,000 | +35.7% | 23,458 | +32.8% | 0.22% | +30.3% |
| Q2 2016 | $732,000 | +115.9% | 17,661 | +108.8% | 0.16% | +126.0% |
| Q1 2016 | $339,000 | – | 8,457 | – | 0.07% | – |
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% |