SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $82,000 | -91.2% | 1,142 | -90.3% | 0.06% | -70.6% |
| Q1 2022 | $930,000 | -1.6% | 11,788 | +0.9% | 0.21% | +5.5% |
| Q4 2021 | $945,000 | +1.2% | 11,686 | -7.1% | 0.20% | -4.8% |
| Q3 2021 | $934,000 | -2.9% | 12,577 | -1.1% | 0.21% | -4.1% |
| Q2 2021 | $962,000 | -12.1% | 12,723 | -15.2% | 0.22% | -19.5% |
| Q1 2021 | $1,095,000 | -2.1% | 15,010 | -14.0% | 0.27% | +32.0% |
| Q4 2020 | $1,119,000 | +10.1% | 17,445 | -5.1% | 0.21% | -3.7% |
| Q3 2020 | $1,016,000 | +4.2% | 18,377 | -2.4% | 0.21% | +1.4% |
| Q2 2020 | $975,000 | +22.0% | 18,831 | +6.0% | 0.21% | +1.9% |
| Q1 2020 | $799,000 | -23.5% | 17,761 | -1.6% | 0.21% | -7.2% |
| Q4 2019 | $1,045,000 | +4.1% | 18,047 | -1.5% | 0.22% | +25.3% |
| Q3 2019 | $1,004,000 | -5.9% | 18,329 | -15.3% | 0.18% | -27.0% |
| Q2 2019 | $1,067,000 | +10.8% | 21,641 | +17.5% | 0.24% | +33.3% |
| Q1 2019 | $963,000 | -8.0% | 18,411 | -17.4% | 0.18% | -19.0% |
| Q4 2018 | $1,047,000 | -9.5% | 22,285 | +2.0% | 0.23% | -2.6% |
| Q3 2018 | $1,157,000 | +5.8% | 21,849 | -1.6% | 0.23% | -2.1% |
| Q2 2018 | $1,094,000 | -0.1% | 22,213 | -0.6% | 0.24% | -2.9% |
| Q1 2018 | $1,095,000 | +12.0% | 22,338 | +16.8% | 0.24% | +5.6% |
| Q4 2017 | $978,000 | – | 19,118 | – | 0.23% | – |
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% |