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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $144,033 | +3.6% | 1,983 | +4.4% | 0.02% | 0.0% |
| Q1 2023 | $139,020 | -3.1% | 1,900 | +0.1% | 0.02% | -5.6% |
| Q4 2022 | $143,465 | +14.8% | 1,899 | +0.7% | 0.02% | +5.9% |
| Q3 2022 | $125,000 | -8.8% | 1,886 | -1.7% | 0.02% | 0.0% |
| Q2 2022 | $137,000 | -8.7% | 1,918 | +0.7% | 0.02% | +6.2% |
| Q1 2022 | $150,000 | -2.0% | 1,905 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $153,000 | +30.8% | 1,896 | +20.0% | 0.02% | +23.1% |
| Q3 2021 | $117,000 | -7.1% | 1,580 | -4.9% | 0.01% | -7.1% |
| Q2 2021 | $126,000 | +40.0% | 1,662 | +34.2% | 0.01% | +27.3% |
| Q1 2021 | $90,000 | +100.0% | 1,238 | +29.5% | 0.01% | -26.7% |
| Q4 2018 | $45,000 | -26.2% | 956 | -16.4% | 0.02% | -25.0% |
| Q3 2018 | $61,000 | +8.9% | 1,144 | 0.0% | 0.02% | +5.3% |
| Q2 2018 | $56,000 | +600.0% | 1,144 | +624.1% | 0.02% | +375.0% |
| Q4 2017 | $8,000 | – | 158 | – | 0.00% | – |
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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% |