SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $961 | -9.8% | 13,582 | -7.5% | 0.08% | +5.0% |
| Q2 2023 | $1,066 | -1.4% | 14,682 | -0.7% | 0.08% | -14.0% |
| Q1 2023 | $1,081 | -3.2% | 14,782 | 0.0% | 0.09% | -12.3% |
| Q4 2022 | $1,117 | -99.9% | 14,782 | 0.0% | 0.11% | -0.9% |
| Q3 2022 | $982,000 | -21.1% | 14,782 | -15.0% | 0.11% | -6.1% |
| Q2 2022 | $1,245,000 | -9.2% | 17,382 | 0.0% | 0.11% | +21.3% |
| Q1 2022 | $1,371,000 | -2.4% | 17,382 | 0.0% | 0.09% | +1.1% |
| Q4 2021 | $1,405,000 | +8.9% | 17,382 | 0.0% | 0.09% | -2.1% |
| Q3 2021 | $1,290,000 | -9.7% | 17,382 | -7.9% | 0.10% | +1.1% |
| Q2 2021 | $1,428,000 | – | 18,882 | – | 0.09% | – |
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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% |