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 | $2,062 | -0.5% | 29,141 | +2.1% | 0.62% | +0.6% |
| Q2 2023 | $2,072 | +25.0% | 28,530 | +25.9% | 0.62% | +16.8% |
| Q1 2023 | $1,658 | -3.7% | 22,668 | -0.5% | 0.53% | -18.6% |
| Q4 2022 | $1,721 | -99.9% | 22,776 | +9.3% | 0.65% | +18.0% |
| Q3 2022 | $1,384,000 | +7.5% | 20,836 | +15.9% | 0.55% | +21.9% |
| Q2 2022 | $1,288,000 | -6.1% | 17,979 | +3.4% | 0.45% | -2.4% |
| Q1 2022 | $1,371,000 | +17.0% | 17,380 | +19.9% | 0.46% | +31.9% |
| Q4 2021 | $1,172,000 | +7.8% | 14,495 | -1.0% | 0.35% | +4.2% |
| Q3 2021 | $1,087,000 | +2.5% | 14,646 | +4.4% | 0.34% | +6.6% |
| Q2 2021 | $1,061,000 | +24.4% | 14,028 | +19.9% | 0.32% | +17.9% |
| Q1 2021 | $853,000 | – | 11,697 | – | 0.27% | – |
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% |