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 | $17,951,859 | +0.9% | 253,701 | +3.5% | 5.55% | -1.4% |
| Q2 2023 | $17,793,942 | +3.2% | 245,028 | +3.9% | 5.64% | +4.0% |
| Q1 2023 | $17,250,036 | -10.3% | 235,785 | -7.4% | 5.42% | -16.5% |
| Q4 2022 | $19,230,627 | +64.3% | 254,575 | +44.5% | 6.49% | +39.5% |
| Q3 2022 | $11,707,000 | -6.6% | 176,227 | +0.7% | 4.65% | +2.7% |
| Q2 2022 | $12,531,000 | -0.5% | 174,944 | +9.6% | 4.53% | +32.5% |
| Q1 2022 | $12,591,000 | +20.4% | 159,604 | +23.4% | 3.42% | +22.6% |
| Q4 2021 | $10,454,000 | +38.8% | 129,330 | +27.5% | 2.79% | +26.4% |
| Q3 2021 | $7,529,000 | +11.2% | 101,418 | +13.3% | 2.21% | +11.5% |
| Q2 2021 | $6,769,000 | +34.3% | 89,514 | +29.5% | 1.98% | +13.8% |
| Q1 2021 | $5,040,000 | +43.1% | 69,119 | +25.9% | 1.74% | +31.1% |
| Q4 2020 | $3,521,000 | +973.5% | 54,899 | +826.9% | 1.33% | +766.7% |
| Q3 2020 | $328,000 | – | 5,923 | – | 0.15% | – |
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% |