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 2022 | $884,000 | -7.3% | 13,310 | 0.0% | 0.14% | -2.7% |
| Q2 2022 | $954,000 | -10.1% | 13,310 | -1.0% | 0.15% | +3.5% |
| Q1 2022 | $1,061,000 | -2.7% | 13,445 | -0.4% | 0.14% | +2.9% |
| Q4 2021 | $1,091,000 | +8.9% | 13,495 | 0.0% | 0.14% | -2.8% |
| Q3 2021 | $1,002,000 | -19.4% | 13,495 | -17.9% | 0.14% | -22.8% |
| Q2 2021 | $1,243,000 | +3.7% | 16,440 | 0.0% | 0.18% | -6.6% |
| Q1 2021 | $1,199,000 | -41.1% | 16,440 | -48.1% | 0.20% | +11.9% |
| Q4 2020 | $2,034,000 | +209.6% | 31,702 | +166.8% | 0.18% | +36.4% |
| Q3 2020 | $657,000 | -64.1% | 11,881 | -66.4% | 0.13% | -67.2% |
| Q2 2020 | $1,828,000 | -24.1% | 35,324 | -34.0% | 0.39% | +19.5% |
| Q1 2020 | $2,408,000 | +54.2% | 53,512 | +98.4% | 0.33% | -12.0% |
| Q4 2019 | $1,562,000 | -47.1% | 26,969 | -50.0% | 0.37% | -9.2% |
| Q3 2019 | $2,954,000 | +3.2% | 53,938 | +0.0% | 0.41% | +0.7% |
| Q2 2019 | $2,862,000 | +1.6% | 53,918 | 0.0% | 0.41% | -7.3% |
| Q1 2019 | $2,818,000 | +127.4% | 53,918 | +104.4% | 0.44% | -5.0% |
| Q4 2018 | $1,239,000 | +252.0% | 26,379 | +296.6% | 0.46% | +296.6% |
| Q3 2018 | $352,000 | -46.3% | 6,651 | -50.0% | 0.12% | 0.0% |
| Q2 2018 | $656,000 | -7.6% | 13,302 | -4.2% | 0.12% | -17.6% |
| Q4 2017 | $710,000 | – | 13,890 | – | 0.14% | – |
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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% |