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 | $4,167,108 | -1.4% | 58,891 | +2.0% | 1.70% | +0.8% |
| Q2 2023 | $4,225,414 | 0.0% | 57,756 | 0.0% | 1.69% | 0.0% |
| Q1 2023 | $4,225,414 | +65.0% | 57,756 | +70.3% | 1.69% | +45.9% |
| Q4 2022 | $2,561,283 | +15.1% | 33,906 | +1.2% | 1.16% | +13.1% |
| Q3 2022 | $2,226,000 | +15.5% | 33,504 | +24.5% | 1.02% | +7.3% |
| Q2 2022 | $1,928,000 | +115.4% | 26,916 | +137.1% | 0.95% | +150.4% |
| Q1 2022 | $895,000 | -2.2% | 11,350 | +0.3% | 0.38% | -6.8% |
| Q4 2021 | $915,000 | +9.2% | 11,321 | +0.3% | 0.41% | +8.5% |
| Q3 2021 | $838,000 | -1.5% | 11,286 | +0.3% | 0.38% | -3.1% |
| Q2 2021 | $851,000 | +211.7% | 11,252 | +200.5% | 0.39% | +131.5% |
| Q1 2021 | $273,000 | – | 3,745 | – | 0.17% | – |
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% |