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 | $9,790,024 | -34.0% | 138,355 | -32.2% | 4.90% | -32.0% |
| Q2 2023 | $14,822,246 | +0.8% | 204,107 | +1.6% | 7.21% | -6.3% |
| Q1 2023 | $14,697,988 | +38.1% | 200,902 | +42.6% | 7.70% | +6.2% |
| Q4 2022 | $10,640,708 | +13.6% | 140,862 | -0.1% | 7.25% | +10.8% |
| Q3 2022 | $9,369,000 | -4.9% | 141,030 | +2.5% | 6.55% | -3.6% |
| Q2 2022 | $9,852,000 | -8.1% | 137,539 | +1.2% | 6.79% | +6.4% |
| Q1 2022 | $10,717,000 | +234.9% | 135,845 | +243.1% | 6.38% | +243.8% |
| Q4 2021 | $3,200,000 | +12.4% | 39,593 | +3.2% | 1.86% | +5.6% |
| Q3 2021 | $2,848,000 | +3.4% | 38,363 | +5.3% | 1.76% | -2.0% |
| Q2 2021 | $2,754,000 | +6.1% | 36,425 | +2.4% | 1.79% | -0.4% |
| Q1 2021 | $2,595,000 | +16.4% | 35,583 | +2.3% | 1.80% | +6.2% |
| Q4 2020 | $2,230,000 | +18.7% | 34,773 | +2.4% | 1.69% | +11.2% |
| Q3 2020 | $1,878,000 | +19.4% | 33,964 | +11.7% | 1.52% | +15.6% |
| Q2 2020 | $1,573,000 | +16.7% | 30,402 | +1.4% | 1.32% | +6.9% |
| Q1 2020 | $1,348,000 | – | 29,973 | – | 1.23% | – |
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% |