CATALYST PRIVATE WEALTH, LLC - SCHWAB STRATEGIC TR ownership

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
CATALYST PRIVATE WEALTH, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$297,834
-4.0%
4,071
-0.9%
0.21%
-18.3%
Q4 2022$310,243
+49.9%
4,107
+42.1%
0.25%
+71.4%
Q2 2022$207,000
+2.0%
2,890
+12.6%
0.15%
+44.1%
Q1 2022$203,000
+20200.0%
2,567
+9773.1%
0.10%
+10100.0%
Q3 2020$1,000260.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 220,012$15,568,05054.37%
Keystone Financial Planning, Inc. 1,680,787$118,932,50041.55%
CGC Financial Services, LLC 674,274$47,711,65333.36%
Kellett Wealth Advisors, LLC 415,824$29,423,72125.21%
Reitz Capital Advisors LLC 182,801$12,854,57824.55%
Rezny Wealth Management, Inc. 900,063$63,688,45822.42%
Walker Financial Services, Inc. 318,384$22,528,83621.89%
Dechtman Wealth Management, LLC 997,308$70,57020.90%
Wealth Management Solutions, LLC 413,874$29,285,74320.08%
HHM Wealth Advisors, LLC 1,443,765$102,160,87319.96%
View complete list of SCHWAB STRATEGIC TR shareholders