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 | $13,245,989 | +11.9% | 187,196 | +13.9% | 0.01% | -6.7% |
| Q2 2023 | $11,838,444 | +54107.8% | 164,400 | -45.6% | 0.02% | -55.9% |
| Q1 2023 | $21,839 | +30.4% | 302,060 | +36.2% | 0.03% | +36.0% |
| Q4 2022 | $16,753 | -99.8% | 221,774 | +52.5% | 0.02% | +47.1% |
| Q2 2022 | $10,448,000 | +19.5% | 145,408 | +32.8% | 0.02% | +54.5% |
| Q1 2022 | $8,744,000 | +59.3% | 109,500 | +50.4% | 0.01% | +83.3% |
| Q3 2021 | $5,488,000 | +48.9% | 72,800 | +48.6% | 0.01% | +20.0% |
| Q2 2021 | $3,686,000 | +87.9% | 49,000 | +27.6% | 0.01% | 0.0% |
| Q2 2020 | $1,962,000 | +80.7% | 38,400 | +61.8% | 0.01% | +25.0% |
| Q1 2020 | $1,086,000 | +207.6% | 23,731 | +289.0% | 0.00% | +300.0% |
| Q4 2019 | $353,000 | -46.6% | 6,100 | -57.0% | 0.00% | -50.0% |
| Q4 2018 | $661,000 | -50.9% | 14,200 | -48.3% | 0.00% | -33.3% |
| Q2 2018 | $1,347,000 | 0.0% | 27,456 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,347,000 | +137.6% | 27,456 | +147.9% | 0.00% | +50.0% |
| Q4 2017 | $567,000 | +40.3% | 11,074 | +28.4% | 0.00% | 0.0% |
| Q3 2017 | $404,000 | -31.2% | 8,622 | -33.9% | 0.00% | -33.3% |
| Q2 2017 | $587,000 | -29.7% | 13,049 | -34.4% | 0.00% | -25.0% |
| Q3 2016 | $835,000 | – | 19,900 | – | 0.00% | – |
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% |