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 | $12,239 | +59.6% | 172,962 | +63.8% | 0.82% | +60.4% |
Q2 2023 | $7,667 | +42.2% | 105,572 | +43.3% | 0.51% | +21.8% |
Q1 2023 | $5,390 | -4.3% | 73,677 | -1.2% | 0.42% | -12.2% |
Q4 2022 | $5,634 | -99.9% | 74,579 | +15.3% | 0.48% | +19.6% |
Q3 2022 | $4,295,000 | -11.0% | 64,659 | -4.0% | 0.40% | -6.6% |
Q2 2022 | $4,827,000 | +0.3% | 67,382 | +10.4% | 0.42% | +19.7% |
Q1 2022 | $4,813,000 | – | 61,013 | – | 0.36% | – |
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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% |