SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,034,746 | -0.8% | 28,756 | +1.8% | 0.16% | +3.9% |
| Q2 2023 | $2,051,922 | -0.7% | 28,256 | +0.1% | 0.15% | -5.0% |
| Q1 2023 | $2,065,497 | +1.7% | 28,233 | +5.0% | 0.16% | 0.0% |
| Q4 2022 | $2,031,089 | -4.1% | 26,888 | -15.7% | 0.16% | -12.6% |
| Q3 2022 | $2,118,000 | -7.3% | 31,888 | 0.0% | 0.18% | +2.2% |
| Q2 2022 | $2,284,000 | -9.2% | 31,888 | 0.0% | 0.18% | +3.5% |
| Q1 2022 | $2,516,000 | -1.6% | 31,888 | +0.8% | 0.17% | +3.6% |
| Q4 2021 | $2,557,000 | +29.3% | 31,633 | +18.8% | 0.17% | +18.4% |
| Q3 2021 | $1,977,000 | -1.8% | 26,633 | 0.0% | 0.14% | -2.8% |
| Q2 2021 | $2,014,000 | +3.7% | 26,633 | 0.0% | 0.14% | -4.6% |
| Q1 2021 | $1,942,000 | +43.3% | 26,633 | +26.0% | 0.15% | +34.5% |
| Q4 2020 | $1,355,000 | +35.2% | 21,133 | +16.7% | 0.11% | +21.5% |
| Q3 2020 | $1,002,000 | +37.6% | 18,114 | +28.8% | 0.09% | +24.0% |
| Q2 2020 | $728,000 | +24.4% | 14,069 | +8.2% | 0.08% | +7.1% |
| Q1 2020 | $585,000 | – | 13,000 | – | 0.07% | – |
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% |