SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,580,942 | +5.0% | 22,342 | +7.8% | 0.33% | +6.5% |
| Q2 2023 | $1,505,047 | -0.7% | 20,725 | +0.0% | 0.31% | -6.4% |
| Q1 2023 | $1,515,557 | -3.1% | 20,716 | +0.0% | 0.33% | -8.8% |
| Q4 2022 | $1,564,651 | +13.8% | 20,713 | +0.1% | 0.36% | +5.2% |
| Q3 2022 | $1,375,000 | -7.2% | 20,699 | +0.1% | 0.34% | -2.3% |
| Q2 2022 | $1,482,000 | -9.1% | 20,685 | +0.1% | 0.35% | +2.6% |
| Q1 2022 | $1,631,000 | -2.5% | 20,671 | -0.1% | 0.34% | +2.4% |
| Q4 2021 | $1,672,000 | +8.6% | 20,682 | -0.3% | 0.34% | +0.6% |
| Q3 2021 | $1,540,000 | +11.2% | 20,743 | +13.3% | 0.33% | +3.1% |
| Q2 2021 | $1,385,000 | +44.0% | 18,312 | +38.8% | 0.32% | +11.8% |
| Q1 2021 | $962,000 | +12.9% | 13,197 | -0.7% | 0.29% | -17.9% |
| Q4 2020 | $852,000 | +16.1% | 13,287 | +0.1% | 0.35% | -4.9% |
| Q3 2020 | $734,000 | +6.5% | 13,274 | -0.4% | 0.37% | 0.0% |
| Q2 2020 | $689,000 | +11.7% | 13,323 | -2.9% | 0.37% | +0.8% |
| Q1 2020 | $617,000 | -26.6% | 13,724 | -5.5% | 0.37% | -30.0% |
| Q4 2019 | $841,000 | – | 14,521 | – | 0.52% | – |
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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% |