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 | $3,637 | -6.6% | 51,401 | -4.2% | 0.32% | -7.3% |
| Q2 2023 | $3,896 | -12.7% | 53,651 | -12.1% | 0.34% | -4.5% |
| Q1 2023 | $4,464 | +9.4% | 61,023 | +13.0% | 0.36% | -7.0% |
| Q4 2022 | $4,080 | -99.9% | 54,016 | +1.1% | 0.38% | +11.0% |
| Q3 2022 | $3,551,000 | -6.5% | 53,447 | +0.8% | 0.35% | -7.5% |
| Q2 2022 | $3,797,000 | -18.8% | 53,010 | -10.6% | 0.37% | +1.4% |
| Q1 2022 | $4,675,000 | -2.6% | 59,263 | -14.4% | 0.37% | +1.7% |
| Q4 2021 | $4,798,000 | +11.0% | 69,270 | +18.9% | 0.36% | +0.3% |
| Q3 2021 | $4,324,000 | -7.0% | 58,240 | -5.3% | 0.36% | -7.4% |
| Q2 2021 | $4,649,000 | +13.0% | 61,475 | +8.9% | 0.39% | -3.7% |
| Q1 2021 | $4,115,000 | +86.5% | 56,429 | +64.0% | 0.41% | +75.0% |
| Q4 2020 | $2,207,000 | +15.8% | 34,416 | -0.2% | 0.23% | -12.1% |
| Q3 2020 | $1,906,000 | +236.2% | 34,471 | +214.5% | 0.26% | +214.3% |
| Q2 2020 | $567,000 | +61.5% | 10,962 | +40.4% | 0.08% | +20.0% |
| Q1 2020 | $351,000 | -66.9% | 7,806 | -57.4% | 0.07% | -53.0% |
| Q4 2019 | $1,061,000 | +10.5% | 18,321 | +4.6% | 0.15% | -0.7% |
| Q3 2019 | $960,000 | -1.5% | 17,516 | -4.6% | 0.15% | -2.6% |
| Q2 2019 | $975,000 | -94.0% | 18,368 | +2048.3% | 0.15% | +60.4% |
| Q1 2019 | $16,359,000 | +181666.7% | 855 | +104.1% | 0.10% | +47.7% |
| Q4 2018 | $9,000 | -98.7% | 419 | +3123.1% | 0.06% | -49.2% |
| Q3 2018 | $707,000 | -12.3% | 13 | -99.9% | 0.13% | +15.3% |
| Q2 2018 | $806,000 | +77.9% | 16,360 | +77.2% | 0.11% | +4.7% |
| Q1 2018 | $453,000 | +51.0% | 9,233 | +57.4% | 0.11% | +35.9% |
| Q4 2017 | $300,000 | – | 5,865 | – | 0.08% | – |
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% |