SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,798,586 | -2.1% | 760,297 | +0.5% | 3.66% | -0.7% |
| Q2 2023 | $54,933,283 | -3.6% | 756,448 | -2.8% | 3.69% | -18.1% |
| Q1 2023 | $56,965,082 | -7.5% | 778,636 | -4.5% | 4.50% | -17.6% |
| Q4 2022 | $61,574,436 | +26.8% | 815,124 | +11.5% | 5.46% | +20.7% |
| Q3 2022 | $48,548,000 | -2.0% | 730,816 | +5.6% | 4.52% | -3.7% |
| Q2 2022 | $49,517,000 | -1.8% | 691,827 | +8.3% | 4.70% | +14.3% |
| Q1 2022 | $50,410,000 | +10.6% | 638,992 | +13.3% | 4.11% | +13.4% |
| Q4 2021 | $45,567,000 | +16.2% | 563,739 | +6.8% | 3.63% | -28.4% |
| Q3 2021 | $39,201,000 | +8.0% | 528,043 | +10.0% | 5.07% | +36.6% |
| Q2 2021 | $36,311,000 | +15.5% | 480,179 | +11.4% | 3.71% | -1.8% |
| Q1 2021 | $31,437,000 | +24.5% | 431,120 | +9.5% | 3.78% | +8.0% |
| Q4 2020 | $25,252,000 | +25.5% | 393,707 | +1.3% | 3.50% | -21.4% |
| Q2 2020 | $20,115,000 | +31.3% | 388,712 | +14.1% | 4.45% | +2.5% |
| Q1 2020 | $15,319,000 | – | 340,581 | – | 4.34% | – |
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% |