CONCOURSE FINANCIAL GROUP SECURITIES, INC. - 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
CONCOURSE FINANCIAL GROUP SECURITIES, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$6,590,232
+5.1%
93,135
+7.9%
0.51%
+7.6%
Q2 2023$6,268,848
+7.8%
86,324
+8.6%
0.48%
+5.5%
Q1 2023$5,817,536
-3.4%
79,518
-0.2%
0.45%
-7.6%
Q4 2022$6,020,629
+33.0%
79,701
+17.0%
0.49%
+13.8%
Q3 2022$4,527,000
+1.7%
68,147
+9.7%
0.43%
+14.1%
Q2 2022$4,450,000
+22.2%
62,125
+34.5%
0.38%
+40.3%
Q1 2022$3,643,000
+2.6%
46,177
+5.1%
0.27%
+32.7%
Q4 2021$3,550,000
+178.2%
43,918
+155.4%
0.20%
+159.0%
Q3 2021$1,276,000
+10.0%
17,194
+12.0%
0.08%
+6.8%
Q2 2021$1,160,000
+12.7%
15,345
+8.8%
0.07%
+1.4%
Q1 2021$1,029,000
+29.1%
14,110
+13.6%
0.07%
+20.0%
Q4 2020$797,000
+11.6%
12,421
-3.8%
0.06%
-3.2%
Q3 2020$714,000
-0.7%
12,918
-7.0%
0.06%
-11.4%
Q2 2020$719,000
+33.1%
13,893
+15.7%
0.07%
+16.7%
Q1 2020$540,000
-21.1%
12,005
+1.7%
0.06%
-11.8%
Q4 2019$684,000
+3.6%
11,806
-2.0%
0.07%
-58.5%
Q3 2019$660,000
+1.9%
12,048
-0.6%
0.16%
+148.5%
Q2 2019$648,000
+22.7%
12,125
+20.0%
0.07%
+22.2%
Q1 2019$528,000
+67.6%
10,108
+50.6%
0.05%
+42.1%
Q4 2018$315,0006,7130.04%
Q3 2018$000.00%
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