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 | $10,087,532 | -47.0% | 142,555 | -54.1% | 0.45% | +8.4% |
| Q2 2023 | $19,019,105 | +73.1% | 310,670 | +40.8% | 0.42% | -12.6% |
| Q1 2023 | $10,990,179 | +61879.4% | 220,600 | -37.9% | 0.48% | +0.8% |
| Q4 2022 | $17,732 | -99.9% | 355,370 | +5.5% | 0.47% | +8.2% |
| Q3 2022 | $16,816,000 | +9.0% | 336,805 | +9.0% | 0.44% | -9.7% |
| Q2 2022 | $15,429,000 | -42.1% | 309,000 | -42.0% | 0.48% | +46.1% |
| Q1 2022 | $26,662,000 | +40.0% | 533,159 | +126.6% | 0.33% | -10.8% |
| Q4 2021 | $19,040,000 | +13.2% | 235,285 | +4.1% | 0.37% | +10.7% |
| Q3 2021 | $16,814,000 | +15.0% | 226,056 | +16.9% | 0.34% | +11.3% |
| Q2 2021 | $14,615,000 | +63.3% | 193,413 | +57.6% | 0.30% | +73.6% |
| Q1 2021 | $8,949,000 | +126.1% | 122,688 | +99.0% | 0.17% | +8.8% |
| Q4 2020 | $3,958,000 | +32.7% | 61,660 | +14.5% | 0.16% | -10.1% |
| Q3 2020 | $2,983,000 | +0.1% | 53,863 | -7.7% | 0.18% | -24.6% |
| Q2 2020 | $2,981,000 | -1.4% | 58,335 | -12.3% | 0.24% | -22.6% |
| Q1 2020 | $3,022,000 | -23.0% | 66,533 | -1.4% | 0.30% | +3.4% |
| Q4 2019 | $3,924,000 | -5.2% | 67,487 | -11.0% | 0.30% | +6.5% |
| Q3 2019 | $4,140,000 | +4168.0% | 75,839 | +4021.7% | 0.28% | +2030.8% |
| Q1 2019 | $97,000 | -97.3% | 1,840 | -97.7% | 0.01% | -94.2% |
| Q4 2018 | $3,657,000 | -6.5% | 78,516 | +6.4% | 0.22% | +40.3% |
| Q3 2018 | $3,911,000 | +15.8% | 73,788 | +7.7% | 0.16% | +12.0% |
| Q2 2018 | $3,377,000 | +18.2% | 68,519 | +22.7% | 0.14% | +9.2% |
| Q1 2018 | $2,857,000 | 0.0% | 55,839 | 0.0% | 0.13% | 0.0% |
| Q4 2017 | $2,857,000 | +10.1% | 55,839 | +0.8% | 0.13% | +26.2% |
| Q3 2017 | $2,594,000 | +14.6% | 55,417 | +10.4% | 0.10% | +7.3% |
| Q2 2017 | $2,264,000 | +0.4% | 50,204 | -0.8% | 0.10% | -2.0% |
| Q1 2017 | $2,256,000 | +18.1% | 50,617 | +15.5% | 0.10% | +6.5% |
| Q4 2016 | $1,910,000 | -13.9% | 43,828 | -16.4% | 0.09% | -20.0% |
| Q3 2016 | $2,219,000 | +0.9% | 52,453 | -1.2% | 0.12% | -6.5% |
| Q2 2016 | $2,199,000 | +2167.0% | 53,075 | +2784.5% | 0.12% | +846.2% |
| Q1 2016 | $97,000 | -94.4% | 1,840 | -95.9% | 0.01% | -88.7% |
| Q4 2015 | $1,717,000 | – | 44,532 | – | 0.12% | – |
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% |