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 | $12,734,251 | -2.3% | 179,964 | +0.2% | 5.48% | -0.5% |
| Q2 2023 | $13,039,289 | -2.3% | 179,555 | -1.6% | 5.50% | -16.3% |
| Q1 2023 | $13,347,813 | -5.0% | 182,424 | -1.4% | 6.57% | -9.0% |
| Q4 2022 | $14,044,105 | +43.1% | 184,974 | +25.2% | 7.22% | +23.1% |
| Q3 2022 | $9,817,000 | +27.0% | 147,716 | +41.0% | 5.87% | +31.4% |
| Q2 2022 | $7,730,000 | +275.2% | 104,796 | +301.3% | 4.46% | +288.6% |
| Q1 2022 | $2,060,000 | – | 26,112 | – | 1.15% | – |
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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% |