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 | $2,548,645 | +11.9% | 36,018 | +14.8% | 0.42% | +14.9% |
| Q2 2023 | $2,277,683 | +19.0% | 31,364 | +19.9% | 0.37% | +8.2% |
| Q1 2023 | $1,913,841 | +25.5% | 26,160 | +29.6% | 0.34% | +16.0% |
| Q4 2022 | $1,524,881 | +250.5% | 20,186 | +208.3% | 0.29% | +218.5% |
| Q3 2022 | $435,000 | -5.6% | 6,547 | +1.8% | 0.09% | -6.1% |
| Q2 2022 | $461,000 | +19.4% | 6,433 | +31.6% | 0.10% | +34.2% |
| Q1 2022 | $386,000 | +589.3% | 4,890 | +552.9% | 0.07% | +563.6% |
| Q3 2021 | $56,000 | – | 749 | – | 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% |