PATRIOT INVESTMENT MANAGEMENT GROUP, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.

Quarter-by-quarter ownership
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$6,918,531
-10.5%
97,775
-8.2%
0.64%
-2.8%
Q2 2023$7,733,897
-7.8%
106,498
-7.1%
0.65%
-11.6%
Q1 2023$8,389,697
-6.2%
114,676
-2.1%
0.74%
-4.8%
Q4 2022$8,946,599
+22.7%
117,163
+6.7%
0.78%
+3.2%
Q3 2022$7,292,000
-5.1%
109,778
+2.4%
0.75%
+0.3%
Q2 2022$7,682,000
+1.3%
107,250
+11.6%
0.75%
+14.2%
Q1 2022$7,581,000
-0.4%
96,106
+2.1%
0.66%
+1.9%
Q4 2021$7,610,000
+9.9%
94,155
+0.9%
0.64%
+3.2%
Q3 2021$6,925,000
-0.1%
93,288
+1.8%
0.62%
-2.6%
Q2 2021$6,932,000
+2.9%
91,679
-0.7%
0.64%
-3.7%
Q1 2021$6,735,000
+172.0%
92,361
+139.2%
0.67%
+78.3%
Q4 2020$2,476,000
-50.7%
38,611
-57.5%
0.37%
-37.7%
Q3 2020$5,024,000
-99.9%
90,866
-0.2%
0.60%
+0.7%
Q2 2020$4,712,166,000
+116827.2%
91,056
+1.6%
0.60%
-2.6%
Q1 2020$4,030,000
-21.4%
89,606
+1.2%
0.61%
-7.7%
Q4 2019$5,129,000
+7.3%
88,556
-0.4%
0.66%
+0.3%
Q3 2019$4,781,000
+1.2%
88,887
-0.1%
0.66%0.0%
Q2 2019$4,722,000
+3.2%
88,978
+1.7%
0.66%
-1.8%
Q1 2019$4,574,00087,4930.67%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,479,869$108,267,25136.83%
Kellett Wealth Advisors, LLC 456,560$33,401,96332.12%
Rezny Wealth Management, Inc. 884,342$64,698,46123.87%
Davidson Capital Management Inc. 535,358$39,166,79223.79%
Reitz Capital Advisors LLC 326,942$23,919,08922.07%
HHM Wealth Advisors, LLC 1,344,131$98,336,60620.08%
Walker Financial Services, Inc. 265,028$19,389,47619.98%
Whelan Financial 486,301$35,577,78019.73%
WFA Asset Management Corp 424,139$31,030,04519.04%
Wealth Management Solutions, LLC 452,105$33,075,96919.04%
View complete list of SCHWAB STRATEGIC TR shareholders