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 | $188,619 | +6.4% | 2,666 | +9.2% | 0.07% | +4.8% |
| Q2 2023 | $177,304 | -24.1% | 2,442 | -23.6% | 0.06% | -26.7% |
| Q1 2023 | $233,712 | -9.5% | 3,195 | -6.5% | 0.09% | -14.0% |
| Q4 2022 | $258,158 | -99.9% | 3,418 | +29.5% | 0.10% | +35.1% |
| Q3 2022 | $175,312,000 | -6.4% | 2,639 | +1.0% | 0.07% | -2.6% |
| Q2 2022 | $187,276,000 | -10.9% | 2,614 | -1.9% | 0.08% | +1.3% |
| Q1 2022 | $210,241,000 | +8.7% | 2,665 | +11.4% | 0.08% | +13.6% |
| Q4 2021 | $193,426,000 | +25.7% | 2,393 | +15.4% | 0.07% | +13.8% |
| Q3 2021 | $153,900,000 | – | 2,073 | – | 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% |