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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,746,801 | -3.0% | 24,054 | -2.3% | 3.75% | +3.9% |
| Q1 2023 | $1,800,760 | -21.7% | 24,614 | -19.1% | 3.61% | -30.3% |
| Q4 2022 | $2,299,589 | +6.0% | 30,442 | -2.2% | 5.18% | -3.2% |
| Q3 2022 | $2,170,000 | -2.6% | 31,132 | +1.3% | 5.36% | +79.0% |
| Q2 2022 | $2,228,000 | +11.8% | 30,745 | +20.2% | 2.99% | +119.6% |
| Q1 2022 | $1,992,000 | +14.7% | 25,571 | +15.7% | 1.36% | +190.0% |
| Q4 2021 | $1,737,000 | +2.0% | 22,106 | +2.0% | 0.47% | -2.5% |
| Q3 2021 | $1,703,000 | +3.0% | 21,673 | +0.2% | 0.48% | -28.2% |
| Q2 2021 | $1,654,000 | -1.8% | 21,629 | -1.6% | 0.67% | +28.1% |
| Q1 2021 | $1,685,000 | +13.0% | 21,973 | -5.5% | 0.52% | -17.7% |
| Q4 2020 | $1,491,000 | -22.7% | 23,254 | -26.2% | 0.64% | -25.9% |
| Q3 2020 | $1,928,000 | -41.8% | 31,508 | -43.8% | 0.86% | -28.8% |
| Q4 2019 | $3,314,000 | +13.5% | 56,069 | +8.7% | 1.21% | +3.8% |
| Q3 2019 | $2,919,000 | +6.2% | 51,582 | +0.5% | 1.16% | -6.8% |
| Q2 2019 | $2,748,000 | +162.5% | 51,336 | +170.6% | 1.25% | +144.9% |
| Q4 2018 | $1,047,000 | +7.1% | 18,972 | 0.0% | 0.51% | +15.1% |
| Q2 2018 | $978,000 | -42.4% | 18,972 | -45.1% | 0.44% | -11.8% |
| Q1 2018 | $1,698,000 | +23.9% | 34,562 | +26.5% | 0.50% | -22.0% |
| Q4 2017 | $1,370,000 | – | 27,314 | – | 0.64% | – |
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% |