SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,160,873 | +1.8% | 1,443,765 | +4.5% | 19.96% | +6.1% |
| Q2 2023 | $100,322,367 | +2.0% | 1,381,470 | +2.8% | 18.81% | -6.3% |
| Q1 2023 | $98,336,606 | +1.2% | 1,344,131 | +4.5% | 20.08% | -9.6% |
| Q4 2022 | $97,167,503 | +17.0% | 1,286,305 | +2.9% | 22.21% | +1.8% |
| Q3 2022 | $83,023,000 | -2.7% | 1,249,778 | +5.0% | 21.83% | -0.1% |
| Q2 2022 | $85,287,000 | -3.8% | 1,190,660 | +6.0% | 21.85% | +5.5% |
| Q1 2022 | $88,619,000 | +8.8% | 1,123,320 | +11.5% | 20.71% | +5.4% |
| Q4 2021 | $81,462,000 | +12.3% | 1,007,816 | +3.2% | 19.66% | -0.3% |
| Q3 2021 | $72,524,000 | -0.5% | 976,880 | +1.3% | 19.72% | -0.6% |
| Q2 2021 | $72,924,000 | +9.8% | 964,347 | +5.9% | 19.83% | -3.5% |
| Q1 2021 | $66,408,000 | +17.4% | 910,691 | +3.3% | 20.54% | +5.7% |
| Q4 2020 | $56,554,000 | +18.0% | 881,735 | +1.7% | 19.43% | +1.4% |
| Q3 2020 | $47,943,000 | +7.3% | 866,958 | +0.4% | 19.17% | +2.7% |
| Q2 2020 | $44,685,000 | +20.4% | 863,481 | +4.7% | 18.67% | +3.0% |
| Q1 2020 | $37,113,000 | -6.9% | 825,109 | +19.9% | 18.12% | -5.4% |
| Q4 2019 | $39,846,000 | +15.6% | 687,934 | +9.3% | 19.15% | -2.4% |
| Q3 2019 | $34,483,000 | +12.6% | 629,481 | +9.1% | 19.62% | +8.7% |
| Q2 2019 | $30,616,000 | +12.0% | 576,905 | +10.4% | 18.05% | +3.2% |
| Q1 2019 | $27,331,000 | +13.6% | 522,788 | +2.1% | 17.48% | -0.8% |
| Q4 2018 | $24,053,000 | – | 512,097 | – | 17.63% | – |
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% |