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 | $7,626,909 | +100.5% | 107,786 | +105.8% | 0.91% | +107.7% |
| Q2 2023 | $3,803,648 | +2.1% | 52,377 | +2.8% | 0.44% | -3.1% |
| Q1 2023 | $3,726,372 | +8.9% | 50,935 | +12.4% | 0.45% | +5.6% |
| Q4 2022 | $3,422,340 | +16.0% | 45,305 | +2.0% | 0.43% | +4.9% |
| Q3 2022 | $2,951,000 | +4.0% | 44,430 | +12.1% | 0.41% | -36.1% |
| Q2 2022 | $2,838,000 | -5.6% | 39,627 | +4.0% | 0.64% | +79.3% |
| Q1 2022 | $3,007,000 | -0.1% | 38,115 | +2.3% | 0.36% | -1.4% |
| Q4 2021 | $3,010,000 | +10.6% | 37,244 | +1.6% | 0.36% | 0.0% |
| Q3 2021 | $2,721,000 | +0.1% | 36,645 | +1.9% | 0.36% | -39.3% |
| Q2 2021 | $2,718,000 | – | 35,949 | – | 0.60% | – |
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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% |