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 | $568,952 | -8.3% | 8,041 | -5.9% | 0.25% | +2.0% |
| Q2 2023 | $620,416 | -0.9% | 8,543 | +0.3% | 0.24% | -22.0% |
| Q1 2023 | $626,147 | +74.1% | 8,519 | +78.9% | 0.31% | +89.7% |
| Q4 2022 | $359,622 | +14.2% | 4,761 | +0.5% | 0.16% | +3.1% |
| Q3 2022 | $315,000 | -18.8% | 4,737 | -12.6% | 0.16% | -18.8% |
| Q2 2022 | $388,000 | +4.9% | 5,419 | +15.6% | 0.20% | +20.1% |
| Q1 2022 | $370,000 | 0.0% | 4,689 | +2.4% | 0.16% | +10.1% |
| Q4 2021 | $370,000 | +40.7% | 4,579 | +29.1% | 0.15% | +21.1% |
| Q3 2021 | $263,000 | +24.6% | 3,546 | +27.6% | 0.12% | +28.1% |
| Q2 2021 | $211,000 | 0.0% | 2,780 | +0.3% | 0.10% | -7.7% |
| Q1 2021 | $211,000 | – | 2,771 | – | 0.10% | – |
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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% |