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 | $308,584 | +2.9% | 4,361 | +5.6% | 0.22% | +6.7% |
| Q2 2023 | $299,848 | -0.7% | 4,129 | 0.0% | 0.21% | -9.2% |
| Q1 2023 | $302,078 | -3.4% | 4,129 | -0.2% | 0.23% | -8.8% |
| Q4 2022 | $312,660 | +13.7% | 4,139 | 0.0% | 0.25% | +2.4% |
| Q3 2022 | $275,000 | -7.1% | 4,139 | 0.0% | 0.24% | +11.9% |
| Q2 2022 | $296,000 | -9.5% | 4,139 | 0.0% | 0.22% | +4.8% |
| Q1 2022 | $327,000 | -2.4% | 4,139 | 0.0% | 0.21% | +3.5% |
| Q4 2021 | $335,000 | +9.1% | 4,139 | 0.0% | 0.20% | +0.5% |
| Q3 2021 | $307,000 | -1.0% | 4,139 | +1.1% | 0.20% | +59.5% |
| Q2 2021 | $310,000 | +3.7% | 4,095 | 0.0% | 0.13% | +4.1% |
| Q1 2021 | $299,000 | – | 4,095 | – | 0.12% | – |
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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% |