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 | $307,736,119 | -0.4% | 4,349,008 | +2.2% | 0.03% | 0.0% |
| Q2 2023 | $308,919,804 | +23.2% | 4,253,922 | +24.1% | 0.03% | +9.7% |
| Q1 2023 | $250,840,109 | +62888.0% | 3,428,662 | -35.0% | 0.03% | -40.4% |
| Q4 2022 | $398,235 | -99.9% | 5,271,844 | +2.7% | 0.05% | +6.1% |
| Q3 2022 | $340,932,000 | -19.3% | 5,132,200 | -13.0% | 0.05% | -16.9% |
| Q2 2022 | $422,346,000 | -12.4% | 5,896,219 | -3.5% | 0.06% | +1.7% |
| Q1 2022 | $481,936,000 | -4.3% | 6,108,960 | -1.9% | 0.06% | 0.0% |
| Q4 2021 | $503,561,000 | +8.3% | 6,229,882 | -0.5% | 0.06% | +1.8% |
| Q3 2021 | $464,940,000 | +29.3% | 6,262,654 | +31.7% | 0.06% | +32.6% |
| Q2 2021 | $359,455,000 | +10.3% | 4,753,447 | +6.4% | 0.04% | -2.3% |
| Q1 2021 | $325,910,000 | +156.2% | 4,469,409 | +125.3% | 0.04% | +131.6% |
| Q4 2020 | $127,227,000 | +10493.4% | 1,983,567 | +8971.1% | 0.02% | – |
| Q3 2020 | $1,201,000 | +49.6% | 21,867 | +41.0% | 0.00% | – |
| Q2 2020 | $803,000 | +10.3% | 15,510 | -4.1% | 0.00% | – |
| Q1 2020 | $728,000 | -23.4% | 16,174 | -1.5% | 0.00% | – |
| Q4 2019 | $951,000 | +11.2% | 16,422 | +5.2% | 0.00% | – |
| Q3 2019 | $855,000 | -6.5% | 15,614 | -9.7% | 0.00% | – |
| Q2 2019 | $914,000 | +32.8% | 17,284 | +31.4% | 0.00% | – |
| Q1 2019 | $688,000 | -13.6% | 13,152 | -22.4% | 0.00% | – |
| Q4 2018 | $796,000 | -14.7% | 16,952 | -3.7% | 0.00% | – |
| Q3 2018 | $933,000 | +42.2% | 17,596 | +32.3% | 0.00% | – |
| Q2 2018 | $656,000 | +18.0% | 13,301 | +17.3% | 0.00% | – |
| Q1 2018 | $556,000 | -37.3% | 11,338 | -34.6% | 0.00% | – |
| Q4 2017 | $887,000 | +11.3% | 17,329 | +1.7% | 0.00% | – |
| Q3 2017 | $797,000 | +4.2% | 17,044 | +0.4% | 0.00% | – |
| Q2 2017 | $765,000 | +4.8% | 16,969 | +3.6% | 0.00% | – |
| Q1 2017 | $730,000 | +18.9% | 16,383 | +16.2% | 0.00% | – |
| Q4 2016 | $614,000 | +29.0% | 14,102 | +25.4% | 0.00% | – |
| Q3 2016 | $476,000 | +153.2% | 11,250 | +148.3% | 0.00% | – |
| Q2 2016 | $188,000 | +261.5% | 4,531 | +251.2% | 0.00% | – |
| Q1 2016 | $52,000 | – | 1,290 | – | 0.00% | – |
Download | ||||||
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% |