MORGAN STANLEY - SCHWAB STRATEGIC TR ownership

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
MORGAN STANLEY ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$576,180,295
-2.8%
8,142,739
-0.3%
0.06%
+1.7%
Q2 2023$593,058,746
+1.6%
8,166,601
+2.4%
0.06%
-7.9%
Q1 2023$583,537,357
-0.2%
7,976,178
+3.1%
0.06%
-4.5%
Q4 2022$584,443,580
+28.9%
7,736,874
+13.3%
0.07%
+6.5%
Q3 2022$453,439,000
+10.2%
6,825,821
+18.8%
0.06%
+17.0%
Q2 2022$411,537,000
+1.5%
5,745,325
+11.8%
0.05%
-3.6%
Q1 2022$405,412,000
+23.8%
5,138,951
+26.8%
0.06%
+37.5%
Q4 2021$327,602,000
+21.3%
4,052,968
+11.4%
0.04%
+11.1%
Q3 2021$270,048,000
+17.0%
3,637,503
+19.2%
0.04%
+20.0%
Q2 2021$230,784,000
+21.0%
3,051,890
+16.6%
0.03%
+7.1%
Q1 2021$190,800,000
+29.7%
2,616,566
+14.1%
0.03%
+21.7%
Q4 2020$147,117,000
+31.0%
2,293,695
+12.9%
0.02%
+4.5%
Q3 2020$112,320,000
+34.6%
2,031,113
+26.0%
0.02%
+22.2%
Q2 2020$83,429,000
+52.6%
1,612,160
+32.6%
0.02%
+20.0%
Q1 2020$54,679,000
+18.8%
1,215,620
+52.9%
0.02%
+36.4%
Q4 2019$46,044,000
+25.8%
794,954
+19.0%
0.01%
+10.0%
Q3 2019$36,591,000
+11.5%
667,960
+8.0%
0.01%
+11.1%
Q2 2019$32,825,000
+5.6%
618,520
+4.0%
0.01%0.0%
Q1 2019$31,081,000
+26.2%
594,513
+13.3%
0.01%
+28.6%
Q4 2018$24,638,000
+6.2%
524,565
+19.8%
0.01%
+16.7%
Q3 2018$23,204,000
+13.1%
437,810
+5.2%
0.01%0.0%
Q2 2018$20,518,000
-2.3%
416,264
-2.8%
0.01%0.0%
Q1 2018$20,998,000
+6.5%
428,270
+11.1%
0.01%
+20.0%
Q4 2017$19,725,000
+13.9%
385,482
+4.2%
0.01%0.0%
Q3 2017$17,314,000
+4.0%
369,944
+0.2%
0.01%0.0%
Q2 2017$16,649,000
-50.2%
369,160
-50.8%
0.01%0.0%
Q1 2017$33,432,000
-1.7%
749,964
-3.9%
0.01%
-16.7%
Q4 2016$34,014,000
+125.8%
780,648
+119.3%
0.01%
+20.0%
Q3 2016$15,062,000
+36.1%
355,999
+33.3%
0.01%
+25.0%
Q2 2016$11,069,000
+38.7%
267,130
+34.2%
0.00%
+33.3%
Q1 2016$7,979,000
+19.9%
199,027
+15.3%
0.00%
+50.0%
Q4 2015$6,654,000
+2.3%
172,551
-4.7%
0.00%0.0%
Q3 2015$6,507,000
-1.7%
181,001
+4.7%
0.00%0.0%
Q2 2015$6,617,000
+7.9%
172,825
+11.0%
0.00%0.0%
Q1 2015$6,135,000
+59.3%
155,682
+61.1%
0.00%
+100.0%
Q4 2014$3,851,000
+30.1%
96,642
+25.9%
0.00%0.0%
Q3 2014$2,960,000
+23.4%
76,760
+22.4%
0.00%0.0%
Q2 2014$2,399,000
+2.6%
62,689
-1.2%
0.00%0.0%
Q1 2014$2,339,000
+37.8%
63,462
+37.0%
0.00%0.0%
Q4 2013$1,698,000
+48.2%
46,310
+35.9%
0.00%0.0%
Q3 2013$1,146,000
-78.3%
34,070
-78.9%
0.00%
-66.7%
Q2 2013$5,285,000161,6190.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 220,012$15,568,05054.37%
Keystone Financial Planning, Inc. 1,680,787$118,932,50041.55%
CGC Financial Services, LLC 674,274$47,711,65333.36%
Kellett Wealth Advisors, LLC 415,824$29,423,72125.21%
Reitz Capital Advisors LLC 182,801$12,854,57824.55%
Rezny Wealth Management, Inc. 900,063$63,688,45822.42%
Walker Financial Services, Inc. 318,384$22,528,83621.89%
Dechtman Wealth Management, LLC 997,308$70,57020.90%
Wealth Management Solutions, LLC 413,874$29,285,74320.08%
HHM Wealth Advisors, LLC 1,443,765$102,160,87319.96%
View complete list of SCHWAB STRATEGIC TR shareholders