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 | $204,297 | -9.7% | 2,887 | -7.3% | 0.01% | -6.7% |
| Q2 2023 | $226,317 | -10.1% | 3,116 | -9.5% | 0.02% | -11.8% |
| Q1 2023 | $251,800 | -83.2% | 3,442 | -84.8% | 0.02% | -84.7% |
| Q3 2022 | $1,503,000 | +18.4% | 22,628 | +27.8% | 0.11% | +19.4% |
| Q2 2022 | $1,269,000 | -25.8% | 17,710 | -18.4% | 0.09% | -19.1% |
| Q1 2022 | $1,711,000 | +707.1% | 21,694 | +444.0% | 0.12% | +248.5% |
| Q2 2019 | $212,000 | +2.4% | 3,988 | -1.3% | 0.03% | -48.4% |
| Q4 2017 | $207,000 | – | 4,040 | – | 0.06% | – |
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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% |