SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,357,747 | -32.8% | 372,495 | -31.0% | 13.10% | -33.1% |
| Q2 2023 | $39,229,615 | +0.2% | 540,204 | +0.9% | 19.57% | -17.7% |
| Q1 2023 | $39,166,792 | +10.2% | 535,358 | +13.8% | 23.79% | -2.4% |
| Q4 2022 | $35,541,192 | +19.9% | 470,495 | +5.4% | 24.38% | +67.8% |
| Q3 2022 | $29,647,000 | -0.1% | 446,282 | +7.7% | 14.53% | +3.7% |
| Q2 2022 | $29,681,000 | -9.1% | 414,362 | +0.1% | 14.02% | +15.1% |
| Q1 2022 | $32,649,000 | +89.1% | 413,862 | +93.7% | 12.17% | +28.7% |
| Q4 2021 | $17,269,000 | +12.8% | 213,645 | +3.6% | 9.46% | +22.6% |
| Q3 2021 | $15,303,000 | +0.7% | 206,129 | +2.6% | 7.71% | +5.2% |
| Q2 2021 | $15,195,000 | +63.7% | 200,935 | +57.9% | 7.33% | +51.3% |
| Q1 2021 | $9,280,000 | +21481.4% | 127,258 | +13197.6% | 4.84% | +7841.0% |
| Q1 2020 | $43,000 | -99.8% | 957 | -99.8% | 0.06% | -99.7% |
| Q4 2019 | $25,475,000 | – | 439,838 | – | 20.12% | – |
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% |