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 | $3,490,308 | +5.8% | 49,326 | +8.6% | 0.00% | 0.0% |
| Q2 2023 | $3,299,708 | -18.0% | 45,438 | -17.4% | 0.00% | -25.0% |
| Q1 2023 | $4,025,118 | -9.0% | 55,018 | -6.0% | 0.00% | 0.0% |
| Q4 2022 | $4,423,320 | +39.9% | 58,556 | +23.0% | 0.00% | +33.3% |
| Q3 2022 | $3,162,000 | -9.9% | 47,594 | -2.8% | 0.00% | 0.0% |
| Q2 2022 | $3,508,000 | +17.4% | 48,956 | +29.2% | 0.00% | 0.0% |
| Q1 2022 | $2,989,000 | -3.2% | 37,901 | -0.8% | 0.00% | 0.0% |
| Q4 2021 | $3,088,000 | +63.2% | 38,207 | +49.9% | 0.00% | +50.0% |
| Q3 2021 | $1,892,000 | -9.8% | 25,485 | -8.1% | 0.00% | 0.0% |
| Q2 2021 | $2,098,000 | +13.5% | 27,734 | +9.5% | 0.00% | 0.0% |
| Q1 2021 | $1,848,000 | +107.6% | 25,338 | +82.5% | 0.00% | +100.0% |
| Q4 2020 | $890,000 | +12.5% | 13,881 | -3.0% | 0.00% | 0.0% |
| Q3 2020 | $791,000 | -3.8% | 14,311 | -9.8% | 0.00% | 0.0% |
| Q2 2020 | $822,000 | -4.2% | 15,864 | -16.9% | 0.00% | 0.0% |
| Q1 2020 | $858,000 | +187.0% | 19,087 | +269.9% | 0.00% | – |
| Q4 2019 | $299,000 | +6.0% | 5,160 | 0.0% | 0.00% | – |
| Q3 2019 | $282,000 | +120.3% | 5,160 | +114.9% | 0.00% | – |
| Q2 2019 | $128,000 | +156.0% | 2,401 | +148.6% | 0.00% | – |
| Q1 2019 | $50,000 | -76.4% | 966 | -78.6% | 0.00% | – |
| Q4 2018 | $212,000 | -11.7% | 4,516 | 0.0% | 0.00% | – |
| Q3 2018 | $240,000 | +70.2% | 4,516 | +57.2% | 0.00% | – |
| Q2 2018 | $141,000 | +3.7% | 2,873 | +3.8% | 0.00% | – |
| Q1 2018 | $136,000 | -17.1% | 2,767 | -14.0% | 0.00% | – |
| Q4 2017 | $164,000 | +22.4% | 3,217 | +11.2% | 0.00% | – |
| Q3 2017 | $134,000 | +332.3% | 2,892 | +316.7% | 0.00% | – |
| Q2 2017 | $31,000 | -46.6% | 694 | -46.6% | 0.00% | – |
| Q1 2017 | $58,000 | +163.6% | 1,299 | +161.9% | 0.00% | – |
| Q4 2016 | $22,000 | +4.8% | 496 | 0.0% | 0.00% | – |
| Q3 2016 | $21,000 | +5.0% | 496 | 0.0% | 0.00% | – |
| Q2 2016 | $20,000 | -85.7% | 496 | -85.7% | 0.00% | – |
| Q1 2016 | $140,000 | -49.1% | 3,474 | -51.3% | 0.00% | – |
| Q4 2015 | $275,000 | -4.2% | 7,137 | -10.4% | 0.00% | – |
| Q3 2015 | $287,000 | -54.4% | 7,968 | -51.7% | 0.00% | -100.0% |
| Q2 2015 | $630,000 | -11.4% | 16,481 | -8.5% | 0.00% | 0.0% |
| Q1 2015 | $711,000 | +350.0% | 18,012 | +355.2% | 0.00% | – |
| Q4 2014 | $158,000 | +9.7% | 3,957 | +5.7% | 0.00% | – |
| Q3 2014 | $144,000 | +0.7% | 3,742 | 0.0% | 0.00% | – |
| Q2 2014 | $143,000 | -0.7% | 3,742 | -3.9% | 0.00% | – |
| Q1 2014 | $144,000 | +1700.0% | 3,894 | +1623.0% | 0.00% | – |
| Q4 2013 | $8,000 | – | 226 | – | 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% |