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 | $4,386,822 | -56.0% | 61,996 | -54.8% | 0.61% | -52.1% |
| Q2 2023 | $9,970,646 | -25.4% | 137,299 | -24.8% | 1.28% | -29.9% |
| Q1 2023 | $13,362,835 | -4.3% | 182,652 | -1.2% | 1.82% | -10.7% |
| Q4 2022 | $13,962,996 | +13.2% | 184,842 | -0.4% | 2.04% | +12.7% |
| Q3 2022 | $12,333,000 | -6.3% | 185,657 | +1.0% | 1.81% | +4.3% |
| Q2 2022 | $13,162,000 | +23.9% | 183,745 | +36.5% | 1.74% | +59.2% |
| Q1 2022 | $10,622,000 | +1.2% | 134,655 | +3.7% | 1.09% | +7.6% |
| Q4 2021 | $10,497,000 | +68.0% | 129,863 | +54.2% | 1.01% | +49.3% |
| Q3 2021 | $6,250,000 | +7.8% | 84,191 | +9.8% | 0.68% | +2.9% |
| Q2 2021 | $5,799,000 | +5.4% | 76,681 | +1.6% | 0.66% | -7.7% |
| Q1 2021 | $5,504,000 | +795.0% | 75,483 | +687.3% | 0.72% | +703.4% |
| Q4 2020 | $615,000 | +5.5% | 9,587 | -9.0% | 0.09% | -14.4% |
| Q3 2020 | $583,000 | +6.6% | 10,537 | -0.2% | 0.10% | -1.9% |
| Q2 2020 | $547,000 | +5.0% | 10,562 | -8.8% | 0.11% | -11.7% |
| Q1 2020 | $521,000 | -84.1% | 11,587 | -79.6% | 0.12% | -79.6% |
| Q4 2019 | $3,285,000 | +443.0% | 56,721 | +413.9% | 0.59% | +373.4% |
| Q3 2019 | $605,000 | -11.7% | 11,037 | -14.5% | 0.12% | -21.0% |
| Q2 2019 | $685,000 | +43.0% | 12,903 | +40.7% | 0.16% | +31.9% |
| Q1 2019 | $479,000 | +97.1% | 9,168 | +77.4% | 0.12% | +67.6% |
| Q4 2018 | $243,000 | -8.3% | 5,168 | +3.4% | 0.07% | +4.4% |
| Q3 2018 | $265,000 | +7.7% | 5,000 | 0.0% | 0.07% | -1.4% |
| Q2 2018 | $246,000 | – | 5,000 | – | 0.07% | – |
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% |