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 | $1,098,974 | -3.1% | 15,531 | -0.5% | 0.37% | +5.4% |
| Q2 2023 | $1,133,671 | +2.7% | 15,611 | +3.4% | 0.35% | -0.6% |
| Q1 2023 | $1,104,204 | +10.0% | 15,093 | +13.6% | 0.36% | +0.3% |
| Q4 2022 | $1,004,002 | +24.9% | 13,291 | +9.8% | 0.36% | +17.9% |
| Q3 2022 | $804,000 | -10.7% | 12,110 | -3.6% | 0.30% | -11.7% |
| Q2 2022 | $900,000 | -9.5% | 12,559 | -0.4% | 0.34% | +4.6% |
| Q1 2022 | $995,000 | -6.1% | 12,615 | -3.8% | 0.33% | +4.8% |
| Q4 2021 | $1,060,000 | +0.8% | 13,115 | -7.4% | 0.31% | -21.7% |
| Q3 2021 | $1,052,000 | -12.5% | 14,167 | -10.8% | 0.40% | -22.6% |
| Q2 2021 | $1,202,000 | +0.7% | 15,889 | -3.0% | 0.51% | -6.7% |
| Q1 2021 | $1,194,000 | +10.5% | 16,379 | -2.8% | 0.55% | -19.0% |
| Q4 2020 | $1,081,000 | +10.0% | 16,847 | -5.3% | 0.68% | -11.2% |
| Q3 2020 | $983,000 | +10.2% | 17,781 | +3.2% | 0.76% | -16.1% |
| Q2 2020 | $892,000 | -13.0% | 17,235 | -24.3% | 0.91% | -29.2% |
| Q1 2020 | $1,025,000 | – | 22,781 | – | 1.29% | – |
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% |