SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 771 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.93 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,159,595 | -5.8% | 143,578 | -3.3% | 0.51% | -1.2% |
| Q2 2023 | $10,779,583 | -2.3% | 148,438 | -1.5% | 0.52% | -9.1% |
| Q1 2023 | $11,027,715 | -0.1% | 150,734 | +3.2% | 0.57% | -6.1% |
| Q4 2022 | $11,037,090 | +25.2% | 146,109 | +10.1% | 0.61% | +14.7% |
| Q3 2022 | $8,814,000 | +2.8% | 132,680 | +10.8% | 0.53% | +5.6% |
| Q2 2022 | $8,576,000 | +22.2% | 119,729 | +34.6% | 0.50% | +45.6% |
| Q1 2022 | $7,017,000 | +11.3% | 88,944 | +14.0% | 0.34% | +18.2% |
| Q4 2021 | $6,305,000 | +4.8% | 78,000 | -3.7% | 0.29% | -3.6% |
| Q3 2021 | $6,014,000 | +0.2% | 81,007 | +2.1% | 0.30% | -1.6% |
| Q2 2021 | $6,002,000 | +4.5% | 79,370 | +0.8% | 0.31% | -1.0% |
| Q1 2021 | $5,742,000 | +9.6% | 78,747 | -3.6% | 0.31% | +4.4% |
| Q4 2020 | $5,237,000 | -1.3% | 81,649 | -14.9% | 0.30% | -12.4% |
| Q3 2020 | $5,304,000 | -27.1% | 95,905 | -31.8% | 0.34% | -33.8% |
| Q2 2020 | $7,278,000 | +6.5% | 140,631 | -7.4% | 0.51% | -11.9% |
| Q1 2020 | $6,831,000 | -21.0% | 151,869 | +1.8% | 0.58% | +0.5% |
| Q4 2019 | $8,644,000 | +10.8% | 149,237 | +4.8% | 0.58% | +2.8% |
| Q3 2019 | $7,800,000 | +2.6% | 142,389 | -0.6% | 0.56% | -1.2% |
| Q2 2019 | $7,601,000 | +0.8% | 143,225 | -0.7% | 0.57% | -3.6% |
| Q1 2019 | $7,537,000 | +4.9% | 144,172 | -5.8% | 0.59% | -10.6% |
| Q4 2018 | $7,187,000 | -18.6% | 153,009 | -8.2% | 0.66% | -5.3% |
| Q3 2018 | $8,834,000 | -38.0% | 166,685 | -42.3% | 0.70% | -42.8% |
| Q2 2018 | $14,249,000 | -3.4% | 289,089 | -3.9% | 1.22% | -5.7% |
| Q1 2018 | $14,744,000 | -2.8% | 300,717 | +1.4% | 1.29% | -2.8% |
| Q4 2017 | $15,175,000 | +8.9% | 296,559 | -0.4% | 1.33% | +5.1% |
| Q3 2017 | $13,936,000 | +12.5% | 297,772 | +8.4% | 1.26% | +6.8% |
| Q2 2017 | $12,391,000 | +20.6% | 274,743 | +19.2% | 1.18% | +14.6% |
| Q1 2017 | $10,276,000 | +111.3% | 230,517 | +106.5% | 1.03% | +99.8% |
| Q4 2016 | $4,863,000 | +26.3% | 111,607 | +22.7% | 0.52% | +21.1% |
| Q3 2016 | $3,849,000 | +5.1% | 90,983 | +3.0% | 0.43% | +5.7% |
| Q2 2016 | $3,661,000 | +14.9% | 88,351 | +11.2% | 0.40% | +9.2% |
| Q1 2016 | $3,185,000 | +20.0% | 79,453 | +15.4% | 0.37% | +11.1% |
| Q4 2015 | $2,655,000 | +20.8% | 68,862 | +12.6% | 0.33% | +14.8% |
| Q3 2015 | $2,198,000 | +30.0% | 61,135 | +38.4% | 0.29% | +33.6% |
| Q2 2015 | $1,691,000 | +67.1% | 44,166 | +72.0% | 0.22% | +66.9% |
| Q1 2015 | $1,012,000 | +2966.7% | 25,684 | +2994.5% | 0.13% | +3150.0% |
| Q4 2014 | $33,000 | +3.1% | 830 | 0.0% | 0.00% | -20.0% |
| Q3 2014 | $32,000 | – | 830 | – | 0.01% | – |
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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% |