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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $227 | -85.8% | 3,100 | -85.3% | 0.00% | -100.0% |
| Q4 2022 | $1,594 | -99.9% | 21,100 | -51.8% | 0.00% | -50.0% |
| Q3 2022 | $2,910,000 | +471.7% | 43,800 | +595.2% | 0.00% | +300.0% |
| Q4 2021 | $509,000 | -70.3% | 6,300 | -72.7% | 0.00% | -50.0% |
| Q3 2021 | $1,715,000 | +377.7% | 23,100 | +312.5% | 0.00% | – |
| Q4 2020 | $359,000 | -30.7% | 5,600 | -44.0% | 0.00% | – |
| Q2 2020 | $518,000 | -39.4% | 10,000 | -47.4% | 0.00% | -100.0% |
| Q1 2020 | $855,000 | +95.7% | 19,000 | +104.3% | 0.00% | – |
| Q4 2018 | $437,000 | +19.4% | 9,300 | +34.8% | 0.00% | – |
| Q3 2018 | $366,000 | -52.9% | 6,900 | -56.3% | 0.00% | – |
| Q2 2018 | $777,000 | +151.5% | 15,800 | +150.8% | 0.00% | – |
| Q1 2018 | $309,000 | – | 6,300 | – | 0.00% | – |
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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% |