WELLS FARGO & COMPANY/MN - SCHWAB STRATEGIC TR ownership

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
WELLS FARGO & COMPANY/MN ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$241,741,426
-5.5%
3,416,357
-3.0%
0.07%0.0%
Q2 2023$255,783,370
+0.7%
3,522,216
+1.5%
0.07%
-2.7%
Q1 2023$253,927,018
-15.8%
3,470,844
-13.1%
0.07%
-19.8%
Q4 2022$301,580,534
+71.4%
3,992,329
+50.8%
0.09%
+59.6%
Q3 2022$175,918,000
+7.6%
2,648,168
+16.0%
0.06%
+11.8%
Q2 2022$163,515,000
+7.4%
2,282,756
+18.2%
0.05%
+30.8%
Q1 2022$152,300,000
+30.9%
1,930,540
+34.1%
0.04%
+34.5%
Q4 2021$116,387,000
+17.6%
1,439,898
+8.0%
0.03%
+31.8%
Q3 2021$98,959,000
+7.6%
1,332,952
+9.6%
0.02%
+10.0%
Q2 2021$91,934,000
+25.4%
1,215,741
+21.0%
0.02%
+17.6%
Q1 2021$73,296,000
+28.5%
1,005,147
+13.1%
0.02%
+21.4%
Q4 2020$57,026,000
+24.0%
889,085
+6.9%
0.01%
+7.7%
Q3 2020$46,000,000
+3.8%
831,812
-2.9%
0.01%0.0%
Q2 2020$44,309,000
+17.3%
856,226
+2.0%
0.01%0.0%
Q1 2020$37,765,000
-6.0%
839,581
+21.0%
0.01%
+18.2%
Q4 2019$40,178,000
+10.4%
693,692
+4.4%
0.01%
+10.0%
Q3 2019$36,404,000
+3.9%
664,540
+0.6%
0.01%0.0%
Q2 2019$35,041,000
+6.5%
660,288
+4.9%
0.01%0.0%
Q1 2019$32,893,000
+17.9%
629,182
+5.9%
0.01%
+11.1%
Q4 2018$27,903,000
-10.8%
594,056
+0.7%
0.01%0.0%
Q3 2018$31,279,000
+16.7%
590,159
+8.5%
0.01%
+12.5%
Q2 2018$26,812,000
-9.3%
543,966
-9.8%
0.01%
-11.1%
Q1 2018$29,560,000
+11.5%
602,897
+16.4%
0.01%
+12.5%
Q4 2017$26,505,000
+24.5%
517,978
+13.8%
0.01%
+14.3%
Q3 2017$21,293,000
+122.3%
454,974
+114.2%
0.01%
+133.3%
Q2 2017$9,579,000
+7.0%
212,382
+5.8%
0.00%0.0%
Q1 2017$8,950,000
+3.8%
200,776
+1.5%
0.00%0.0%
Q4 2016$8,622,000
+15.3%
197,889
+12.0%
0.00%0.0%
Q3 2016$7,478,000
+14.7%
176,730
+12.3%
0.00%0.0%
Q2 2016$6,519,000
+21.8%
157,309
+17.8%
0.00%
+50.0%
Q1 2016$5,354,000
-32.0%
133,566
-34.6%
0.00%
-33.3%
Q4 2015$7,876,000
+29.1%
204,261
+20.4%
0.00%0.0%
Q3 2015$6,099,000
-53.1%
169,651
-50.0%
0.00%
-40.0%
Q2 2015$12,997,000
-50.2%
339,445
-48.7%
0.01%0.0%
Q1 2015$26,090,000
+232.5%
662,012
+236.2%
0.01%
+66.7%
Q4 2014$7,847,000
+598.1%
196,894
+575.0%
0.00%
Q3 2014$1,124,000
+25.2%
29,170
+24.3%
0.00%
Q2 2014$898,000
-28.2%
23,471
-30.9%
0.00%
-100.0%
Q1 2014$1,251,000
+12.9%
33,960
+12.4%
0.00%
Q4 2013$1,108,000
+60.8%
30,212
+47.6%
0.00%
Q3 2013$689,000
+1.9%
20,470
-1.0%
0.00%
Q2 2013$676,00020,6790.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 220,012$15,568,05054.37%
Keystone Financial Planning, Inc. 1,680,787$118,932,50041.55%
CGC Financial Services, LLC 674,274$47,711,65333.36%
Kellett Wealth Advisors, LLC 415,824$29,423,72125.21%
Reitz Capital Advisors LLC 182,801$12,854,57824.55%
Rezny Wealth Management, Inc. 900,063$63,688,45822.42%
Walker Financial Services, Inc. 318,384$22,528,83621.89%
Dechtman Wealth Management, LLC 997,308$70,57020.90%
Wealth Management Solutions, LLC 413,874$29,285,74320.08%
HHM Wealth Advisors, LLC 1,443,765$102,160,87319.96%
View complete list of SCHWAB STRATEGIC TR shareholders