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 | $4,248,727 | -36.0% | 60,044 | -34.3% | 0.64% | -26.0% |
| Q2 2023 | $6,637,257 | -12.1% | 91,397 | -11.5% | 0.86% | -13.4% |
| Q1 2023 | $7,553,388 | +4.9% | 103,245 | +8.3% | 0.99% | -0.7% |
| Q4 2022 | $7,199,101 | +938.8% | 95,302 | +812.9% | 1.00% | +792.0% |
| Q3 2022 | $693,000 | -3.9% | 10,439 | +3.7% | 0.11% | +1.8% |
| Q2 2022 | $721,000 | -9.2% | 10,063 | 0.0% | 0.11% | +2.8% |
| Q1 2022 | $794,000 | +5.3% | 10,063 | +7.9% | 0.11% | +7.0% |
| Q4 2021 | $754,000 | +4.4% | 9,326 | 0.0% | 0.10% | +3.1% |
| Q3 2021 | $722,000 | +2.4% | 9,326 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $705,000 | +10.2% | 9,326 | +6.3% | 0.10% | +2.1% |
| Q1 2021 | $640,000 | +13.7% | 8,776 | 0.0% | 0.10% | -2.1% |
| Q4 2020 | $563,000 | – | 8,776 | – | 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% |