SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,421,818 | -2.8% | 48,358 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $3,520,762 | +1.7% | 48,482 | +2.5% | 0.01% | 0.0% |
| Q1 2023 | $3,461,492 | -11.0% | 47,314 | -8.1% | 0.01% | -14.3% |
| Q4 2022 | $3,887,364 | +95.7% | 51,461 | +72.2% | 0.01% | +75.0% |
| Q3 2022 | $1,986,000 | -3.5% | 29,881 | +4.0% | 0.00% | 0.0% |
| Q2 2022 | $2,058,000 | +33.5% | 28,730 | +47.1% | 0.00% | +33.3% |
| Q1 2022 | $1,541,000 | +20.1% | 19,534 | +23.1% | 0.00% | +50.0% |
| Q4 2021 | $1,283,000 | +37.8% | 15,872 | +26.6% | 0.00% | 0.0% |
| Q3 2021 | $931,000 | -3.8% | 12,541 | -2.1% | 0.00% | 0.0% |
| Q2 2021 | $968,000 | -10.4% | 12,807 | -13.5% | 0.00% | 0.0% |
| Q1 2021 | $1,080,000 | +46.1% | 14,814 | +28.6% | 0.00% | 0.0% |
| Q4 2020 | $739,000 | +3.4% | 11,515 | -10.9% | 0.00% | 0.0% |
| Q3 2020 | $715,000 | -8.9% | 12,929 | -14.8% | 0.00% | 0.0% |
| Q2 2020 | $785,000 | +16.3% | 15,167 | +1.1% | 0.00% | 0.0% |
| Q1 2020 | $675,000 | -20.2% | 15,003 | +2.8% | 0.00% | 0.0% |
| Q4 2019 | $846,000 | +18.7% | 14,592 | +12.0% | 0.00% | 0.0% |
| Q3 2019 | $713,000 | -14.3% | 13,026 | -16.9% | 0.00% | 0.0% |
| Q2 2019 | $832,000 | +166.7% | 15,675 | +162.6% | 0.00% | +100.0% |
| Q1 2019 | $312,000 | +11.4% | 5,969 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $280,000 | -11.4% | 5,969 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $316,000 | +24.4% | 5,969 | +15.6% | 0.00% | 0.0% |
| Q2 2018 | $254,000 | +6.7% | 5,164 | +6.2% | 0.00% | 0.0% |
| Q1 2018 | $238,000 | -4.4% | 4,864 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $249,000 | +48.2% | 4,864 | +35.3% | 0.00% | 0.0% |
| Q3 2017 | $168,000 | -5.6% | 3,595 | -8.8% | 0.00% | 0.0% |
| Q2 2017 | $178,000 | +42.4% | 3,941 | +40.2% | 0.00% | – |
| Q1 2017 | $125,000 | – | 2,810 | – | 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% |