SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,460,172 | -4.0% | 63,032 | -1.4% | 0.44% | -4.8% |
| Q2 2023 | $4,644,618 | -0.2% | 63,958 | +0.6% | 0.46% | -16.4% |
| Q1 2023 | $4,653,326 | -0.5% | 63,605 | +2.7% | 0.55% | -1.1% |
| Q4 2022 | $4,677,345 | +26.2% | 61,919 | +11.0% | 0.56% | +15.6% |
| Q3 2022 | $3,706,000 | -12.1% | 55,795 | -5.2% | 0.48% | -5.9% |
| Q2 2022 | $4,214,000 | -1.6% | 58,833 | +8.4% | 0.51% | +9.4% |
| Q1 2022 | $4,282,000 | +1.4% | 54,274 | +3.9% | 0.47% | -6.8% |
| Q4 2021 | $4,222,000 | +125.1% | 52,229 | +106.7% | 0.50% | +111.0% |
| Q3 2021 | $1,876,000 | +4.3% | 25,269 | +6.3% | 0.24% | +4.9% |
| Q2 2021 | $1,798,000 | +13.4% | 23,773 | +9.3% | 0.23% | +0.9% |
| Q1 2021 | $1,586,000 | +27.6% | 21,751 | +12.3% | 0.22% | +21.1% |
| Q4 2020 | $1,243,000 | +64.6% | 19,377 | +41.9% | 0.18% | +30.3% |
| Q3 2020 | $755,000 | +12.4% | 13,656 | +5.2% | 0.14% | +4.4% |
| Q2 2020 | $672,000 | +13.9% | 12,979 | -1.1% | 0.14% | -5.6% |
| Q1 2020 | $590,000 | -17.9% | 13,123 | +5.8% | 0.14% | -25.0% |
| Q4 2019 | $719,000 | -7.1% | 12,407 | -12.1% | 0.19% | -11.1% |
| Q3 2019 | $774,000 | -0.9% | 14,122 | -2.9% | 0.22% | -8.9% |
| Q2 2019 | $781,000 | +2.8% | 14,537 | -0.0% | 0.24% | -16.3% |
| Q1 2019 | $760,000 | +10.5% | 14,544 | -0.7% | 0.28% | -3.7% |
| Q4 2018 | $688,000 | -12.8% | 14,642 | -1.6% | 0.29% | -20.5% |
| Q3 2018 | $789,000 | +8.2% | 14,884 | +0.6% | 0.37% | +1.4% |
| Q2 2018 | $729,000 | +4.6% | 14,791 | +4.0% | 0.36% | -6.2% |
| Q1 2018 | $697,000 | -0.9% | 14,217 | +3.4% | 0.39% | -5.6% |
| Q4 2017 | $703,000 | +3.8% | 13,748 | -4.9% | 0.41% | -1.0% |
| Q3 2017 | $677,000 | -14.0% | 14,457 | -17.1% | 0.42% | -19.7% |
| Q2 2017 | $787,000 | +2.3% | 17,439 | +1.1% | 0.52% | -8.2% |
| Q1 2017 | $769,000 | +8.3% | 17,250 | +5.9% | 0.56% | -8.3% |
| Q4 2016 | $710,000 | – | 16,296 | – | 0.62% | – |
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% |