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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,480,657 | +81633.4% | 119,851 | -16.1% | 0.17% | -19.4% |
| Q2 2023 | $10,376 | -21.3% | 142,887 | -20.7% | 0.21% | -25.7% |
| Q1 2023 | $13,186 | -10.4% | 180,241 | -7.5% | 0.28% | -13.9% |
| Q4 2022 | $14,723 | -99.9% | 194,900 | -28.0% | 0.33% | -25.5% |
| Q3 2022 | $17,983,000 | -12.9% | 270,702 | -6.1% | 0.44% | -8.3% |
| Q2 2022 | $20,655,000 | -24.2% | 288,363 | -16.5% | 0.48% | -14.4% |
| Q1 2022 | $27,240,000 | +7.2% | 345,292 | +9.8% | 0.56% | +8.0% |
| Q4 2021 | $25,418,000 | +22.3% | 314,459 | +12.3% | 0.52% | +17.3% |
| Q3 2021 | $20,782,000 | +10.3% | 279,936 | +12.4% | 0.44% | +8.8% |
| Q2 2021 | $18,835,000 | +24.2% | 249,069 | +19.8% | 0.41% | +15.9% |
| Q1 2021 | $15,161,000 | +51.1% | 207,911 | +32.9% | 0.35% | +40.1% |
| Q4 2020 | $10,035,000 | +53.5% | 156,455 | +32.3% | 0.25% | +31.2% |
| Q3 2020 | $6,539,000 | +45.8% | 118,241 | +36.5% | 0.19% | +34.3% |
| Q2 2020 | $4,484,000 | – | 86,642 | – | 0.14% | – |
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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% |