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 | $421,800 | -2.6% | 5,961 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $432,888 | -0.7% | 5,961 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $436,107 | -9.2% | 5,961 | -6.3% | 0.01% | -16.7% |
| Q4 2022 | $480,510 | +19.8% | 6,361 | +6.7% | 0.01% | +20.0% |
| Q3 2022 | $401,000 | -6.1% | 5,961 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $427,000 | -9.1% | 5,961 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $470,000 | -2.5% | 5,961 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $482,000 | +8.8% | 5,961 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $443,000 | -52.7% | 5,961 | -10.5% | 0.01% | -16.7% |
| Q2 2021 | $936,000 | +207.9% | 6,659 | +59.6% | 0.01% | +50.0% |
| Q1 2021 | $304,000 | +13.0% | 4,173 | -0.5% | 0.00% | 0.0% |
| Q4 2020 | $269,000 | +4.3% | 4,192 | -10.0% | 0.00% | 0.0% |
| Q3 2020 | $258,000 | +7.5% | 4,659 | +0.3% | 0.00% | 0.0% |
| Q2 2020 | $240,000 | – | 4,644 | – | 0.00% | – |
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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% |