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 | $12,940,943 | -3.9% | 182,885 | -1.4% | 5.94% | +0.2% |
| Q2 2023 | $13,467,633 | +11.3% | 185,454 | +12.2% | 5.93% | -2.8% |
| Q1 2023 | $12,097,505 | -8.7% | 165,357 | -5.8% | 6.10% | -5.4% |
| Q4 2022 | $13,257,274 | +5.2% | 175,500 | +1.3% | 6.45% | +2.5% |
| Q3 2022 | $12,600,000 | -0.2% | 173,268 | +2.2% | 6.29% | -1.7% |
| Q2 2022 | $12,622,000 | +13.6% | 169,585 | +15.4% | 6.40% | +6.0% |
| Q1 2022 | $11,115,000 | +82.6% | 146,949 | +95.1% | 6.04% | +84.7% |
| Q4 2021 | $6,087,000 | +10.9% | 75,306 | +6.3% | 3.27% | +7.0% |
| Q3 2021 | $5,490,000 | +4.3% | 70,825 | +2.4% | 3.06% | -2.1% |
| Q2 2021 | $5,265,000 | +12.3% | 69,175 | +9.7% | 3.12% | -2.7% |
| Q1 2021 | $4,690,000 | – | 63,037 | – | 3.21% | – |
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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% |