SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $758 | -99.9% | 10,034 | 0.0% | 0.40% | -0.7% |
| Q3 2022 | $667,000 | -7.2% | 10,034 | 0.0% | 0.40% | -9.2% |
| Q2 2022 | $719,000 | -9.2% | 10,034 | 0.0% | 0.44% | +5.7% |
| Q1 2022 | $792,000 | +4.3% | 10,034 | +6.9% | 0.42% | +10.5% |
| Q4 2021 | $759,000 | +8.9% | 9,384 | 0.0% | 0.38% | +3.0% |
| Q3 2021 | $697,000 | -1.8% | 9,384 | 0.0% | 0.37% | -4.2% |
| Q2 2021 | $710,000 | +3.8% | 9,384 | 0.0% | 0.38% | 0.0% |
| Q1 2021 | $684,000 | +13.6% | 9,384 | 0.0% | 0.38% | +7.8% |
| Q4 2020 | $602,000 | +16.0% | 9,384 | 0.0% | 0.36% | -1.4% |
| Q3 2020 | $519,000 | +6.8% | 9,384 | 0.0% | 0.36% | +1.4% |
| Q2 2020 | $486,000 | +15.2% | 9,384 | 0.0% | 0.36% | -5.8% |
| Q1 2020 | $422,000 | -22.4% | 9,384 | 0.0% | 0.38% | -3.1% |
| Q4 2019 | $544,000 | +5.8% | 9,384 | 0.0% | 0.39% | +6.0% |
| Q3 2019 | $514,000 | +3.2% | 9,384 | 0.0% | 0.37% | -0.3% |
| Q2 2019 | $498,000 | +1.4% | 9,384 | 0.0% | 0.37% | -0.3% |
| Q1 2019 | $491,000 | +11.3% | 9,384 | 0.0% | 0.37% | +0.3% |
| Q4 2018 | $441,000 | -11.3% | 9,384 | 0.0% | 0.37% | -17.6% |
| Q3 2018 | $497,000 | +7.3% | 9,384 | 0.0% | 0.45% | +6.1% |
| Q2 2018 | $463,000 | +0.7% | 9,384 | 0.0% | 0.42% | -2.8% |
| Q1 2018 | $460,000 | -4.2% | 9,384 | 0.0% | 0.44% | -5.2% |
| Q4 2017 | $480,000 | – | 9,384 | – | 0.46% | – |
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% |