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 | $156,355 | +10.7% | 2,210 | +13.6% | 0.02% | +8.7% |
| Q2 2023 | $141,281 | +3.2% | 1,945 | +4.0% | 0.02% | -4.2% |
| Q1 2023 | $136,846 | -1.9% | 1,871 | +1.2% | 0.02% | -7.7% |
| Q4 2022 | $139,560 | +17.3% | 1,848 | +3.5% | 0.03% | +4.0% |
| Q3 2022 | $119,000 | -5.6% | 1,785 | +1.1% | 0.02% | -3.8% |
| Q2 2022 | $126,000 | -7.4% | 1,766 | +2.6% | 0.03% | +4.0% |
| Q1 2022 | $136,000 | +353.3% | 1,721 | +366.4% | 0.02% | +316.7% |
| Q4 2021 | $30,000 | +1400.0% | 369 | +778.6% | 0.01% | +500.0% |
| Q1 2020 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | -50.0% | 42 | -50.0% | 0.00% | -50.0% |
| Q2 2019 | $4,000 | -20.0% | 84 | -11.6% | 0.00% | -33.3% |
| Q4 2017 | $5,000 | +25.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $4,000 | – | 95 | – | 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% |