Cresset Asset Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$124,999,676
+0.6%
1,766,530
+3.3%
0.48%
+213.6%
Q2 2023$124,199,862
+5953.9%
1,710,271
+5999.2%
0.15%
+275.6%
Q1 2023$2,051,555
+78.1%
28,041
+8.9%
0.04%
+173.3%
Q4 2022$1,152,189
-63.1%
25,744
-45.2%
0.02%
-61.5%
Q3 2022$3,122,000
-18.4%
47,004
-12.8%
0.04%
-17.0%
Q2 2022$3,824,000
-5.9%
53,878
+4.6%
0.05%
+11.9%
Q1 2022$4,062,000
+28.1%
51,484
+31.2%
0.04%
+35.5%
Q4 2021$3,170,000
+11.0%
39,238
+2.0%
0.03%
-18.4%
Q3 2021$2,857,000
+7.3%
38,473
+9.3%
0.04%0.0%
Q2 2021$2,662,000
+320.5%
35,199
+304.9%
0.04%
+280.0%
Q1 2021$633,000
+13.4%
8,693
-0.1%
0.01%
+11.1%
Q4 2020$558,000
+16.0%
8,700
+0.1%
0.01%0.0%
Q3 2020$481,000
+6.9%
8,6930.0%0.01%
-10.0%
Q2 2020$450,0008,6930.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 220,012$15,568,05054.37%
Keystone Financial Planning, Inc. 1,680,787$118,932,50041.55%
CGC Financial Services, LLC 674,274$47,711,65333.36%
Kellett Wealth Advisors, LLC 415,824$29,423,72125.21%
Reitz Capital Advisors LLC 182,801$12,854,57824.55%
Rezny Wealth Management, Inc. 900,063$63,688,45822.42%
Walker Financial Services, Inc. 318,384$22,528,83621.89%
Dechtman Wealth Management, LLC 997,308$70,57020.90%
Wealth Management Solutions, LLC 413,874$29,285,74320.08%
HHM Wealth Advisors, LLC 1,443,765$102,160,87319.96%
View complete list of SCHWAB STRATEGIC TR shareholders