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 | $5,020,838 | -1.7% | 70,956 | +0.9% | 0.26% | -3.4% |
| Q2 2023 | $5,107,429 | +73.2% | 70,331 | +74.5% | 0.27% | +49.7% |
| Q1 2023 | $2,948,387 | -82.8% | 40,301 | -82.3% | 0.18% | -82.8% |
| Q4 2022 | $17,155,819 | +37.7% | 227,109 | +21.1% | 1.04% | +21.1% |
| Q3 2022 | $12,462,000 | -5.8% | 187,609 | +2.4% | 0.86% | +31.4% |
| Q2 2022 | $13,228,000 | -2.5% | 183,299 | +6.6% | 0.65% | +12.0% |
| Q1 2022 | $13,569,000 | +20.5% | 172,007 | +23.6% | 0.58% | +35.9% |
| Q4 2021 | $11,257,000 | -26.3% | 139,158 | -31.4% | 0.43% | -26.7% |
| Q3 2021 | $15,278,000 | +1.7% | 202,941 | +2.8% | 0.58% | -0.2% |
| Q2 2021 | $15,021,000 | +1.8% | 197,472 | -0.2% | 0.59% | +42.2% |
| Q1 2021 | $14,756,000 | -2.5% | 197,905 | -4.1% | 0.41% | -32.2% |
| Q4 2020 | $15,142,000 | +32.3% | 206,445 | -2.0% | 0.61% | +2.5% |
| Q3 2020 | $11,443,000 | +6222.1% | 210,732 | +5703.7% | 0.59% | +5830.0% |
| Q2 2020 | $181,000 | -32.2% | 3,631 | -39.6% | 0.01% | -44.4% |
| Q1 2020 | $267,000 | -97.6% | 6,013 | -96.8% | 0.02% | -96.9% |
| Q4 2019 | $11,018,000 | +11.3% | 189,485 | +4.3% | 0.59% | -0.5% |
| Q3 2019 | $9,903,000 | +1.6% | 181,679 | -1.1% | 0.59% | -2.3% |
| Q2 2019 | $9,749,000 | +2.5% | 183,710 | +0.9% | 0.60% | -3.7% |
| Q1 2019 | $9,515,000 | +8.5% | 182,004 | -3.3% | 0.63% | -3.2% |
| Q4 2018 | $8,771,000 | -13.0% | 188,308 | -0.5% | 0.65% | -3.3% |
| Q3 2018 | $10,077,000 | +6.6% | 189,265 | -1.4% | 0.67% | -9.0% |
| Q2 2018 | $9,457,000 | -1.5% | 191,874 | -2.0% | 0.74% | -12.1% |
| Q1 2018 | $9,601,000 | -6.5% | 195,819 | -2.4% | 0.84% | -8.6% |
| Q4 2017 | $10,266,000 | +8.8% | 200,641 | -0.5% | 0.92% | -2.2% |
| Q3 2017 | $9,438,000 | -0.0% | 201,700 | -1.5% | 0.94% | -3.1% |
| Q2 2017 | $9,439,000 | +0.4% | 204,771 | -2.9% | 0.97% | -1.0% |
| Q1 2017 | $9,405,000 | +5531.7% | 210,990 | +5388.8% | 0.98% | +4345.5% |
| Q4 2016 | $167,000 | +3.1% | 3,844 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $162,000 | +1.9% | 3,844 | 0.0% | 0.02% | -4.3% |
| Q2 2016 | $159,000 | +15.2% | 3,844 | +11.9% | 0.02% | +9.5% |
| Q1 2016 | $138,000 | – | 3,434 | – | 0.02% | – |
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% |