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 | $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 | $315,000 | – | 6,713 | – | 0.04% | – |
Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download |
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% |