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 | $17,252 | -1.8% | 244 | +0.8% | 0.01% | +12.5% |
| Q2 2023 | $17,563 | -69.9% | 242 | -69.7% | 0.01% | -78.4% |
| Q1 2023 | $58,439 | -3.2% | 799 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $60,340 | -30.6% | 799 | -38.9% | 0.04% | -36.2% |
| Q3 2022 | $87,000 | -92.1% | 1,308 | -91.5% | 0.06% | -91.6% |
| Q2 2022 | $1,106,000 | -17.1% | 15,442 | -8.7% | 0.69% | +12.6% |
| Q1 2022 | $1,334,000 | +225.4% | 16,913 | +233.8% | 0.61% | +256.4% |
| Q4 2021 | $410,000 | +469.4% | 5,067 | +423.5% | 0.17% | +391.4% |
| Q3 2021 | $72,000 | -72.1% | 968 | -71.6% | 0.04% | -72.2% |
| Q2 2021 | $258,000 | +323.0% | 3,414 | +305.0% | 0.13% | +260.0% |
| Q1 2021 | $61,000 | +17.3% | 843 | +3.3% | 0.04% | +16.7% |
| Q4 2020 | $52,000 | +15.6% | 816 | +0.7% | 0.03% | -3.2% |
| Q3 2020 | $45,000 | +4.7% | 810 | -2.1% | 0.03% | -11.4% |
| Q2 2020 | $43,000 | +19.4% | 827 | +0.9% | 0.04% | -2.8% |
| Q1 2020 | $36,000 | -23.4% | 820 | +1.0% | 0.04% | +12.5% |
| Q4 2019 | $47,000 | – | 812 | – | 0.03% | – |
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% |