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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,593,897 | +71.3% | 22,525 | +75.8% | 0.10% | +80.7% |
| Q2 2023 | $930,695 | -3.0% | 12,816 | -2.3% | 0.06% | -8.1% |
| Q1 2023 | $959,948 | -0.5% | 13,121 | +2.8% | 0.06% | -8.8% |
| Q4 2022 | $964,471 | +120308.4% | 12,768 | +5.8% | 0.07% | +7.9% |
| Q3 2022 | $801 | -5.9% | 12,065 | +1.6% | 0.06% | -6.0% |
| Q2 2022 | $851 | -51.7% | 11,878 | -46.8% | 0.07% | -43.7% |
| Q1 2022 | $1,761 | +7.4% | 22,316 | +10.0% | 0.12% | -6.3% |
| Q4 2021 | $1,640 | +155.1% | 20,286 | +134.3% | 0.13% | +101.6% |
| Q3 2021 | $643 | -0.6% | 8,659 | +1.3% | 0.06% | -18.2% |
| Q2 2021 | $647 | +4.9% | 8,551 | +1.1% | 0.08% | -19.8% |
| Q1 2021 | $617 | +51.6% | 8,457 | +33.4% | 0.10% | +18.5% |
| Q4 2020 | $407 | +62.2% | 6,340 | +39.6% | 0.08% | +35.0% |
| Q3 2020 | $251 | – | 4,540 | – | 0.06% | – |
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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% |