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 | $67,257,238 | +16.9% | 950,498 | +20.0% | 1.17% | +19.9% |
| Q2 2023 | $57,534,066 | +12.6% | 792,262 | +13.5% | 0.98% | +4.7% |
| Q1 2023 | $51,079,800 | +9.3% | 698,193 | +12.9% | 0.93% | +4.6% |
| Q4 2022 | $46,727,231 | +32.1% | 618,576 | +16.2% | 0.89% | +10.4% |
| Q3 2022 | $35,361,000 | +19.1% | 532,302 | +28.4% | 0.81% | +21.3% |
| Q2 2022 | $29,688,000 | +41.7% | 414,457 | +56.1% | 0.67% | +63.2% |
| Q1 2022 | $20,945,000 | +78.3% | 265,498 | +82.7% | 0.41% | +83.0% |
| Q4 2021 | $11,749,000 | +173.9% | 145,357 | +151.6% | 0.22% | +156.3% |
| Q3 2021 | $4,289,000 | +38.1% | 57,772 | +40.7% | 0.09% | +40.3% |
| Q2 2021 | $3,105,000 | +120.5% | 41,058 | +112.7% | 0.06% | +100.0% |
| Q1 2021 | $1,408,000 | +20.7% | 19,304 | +6.1% | 0.03% | +14.8% |
| Q4 2020 | $1,167,000 | +856.6% | 18,199 | +723.9% | 0.03% | +800.0% |
| Q3 2020 | $122,000 | +159.6% | 2,209 | +145.4% | 0.00% | +200.0% |
| Q2 2020 | $47,000 | – | 900 | – | 0.00% | – |
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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% |