SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $21,725 | +8.3% | 285 | +0.4% | 0.01% | +10.0% |
Q3 2023 | $20,061 | -2.0% | 284 | +0.7% | 0.01% | 0.0% |
Q2 2023 | $20,466 | -0.1% | 282 | +0.7% | 0.01% | -9.1% |
Q1 2023 | $20,496 | -2.6% | 280 | +0.4% | 0.01% | 0.0% |
Q4 2022 | $21,050 | +16.9% | 279 | +0.7% | 0.01% | +10.0% |
Q3 2022 | $18,000 | -33.3% | 277 | -26.1% | 0.01% | -28.6% |
Q2 2022 | $27,000 | -6.9% | 375 | +0.3% | 0.01% | +16.7% |
Q1 2022 | $29,000 | +31.8% | 374 | +37.0% | 0.01% | +33.3% |
Q4 2021 | $22,000 | +10.0% | 273 | +0.7% | 0.01% | +12.5% |
Q3 2021 | $20,000 | 0.0% | 271 | +0.4% | 0.01% | +33.3% |
Q2 2021 | $20,000 | 0.0% | 270 | +0.4% | 0.01% | 0.0% |
Q1 2021 | $20,000 | +17.6% | 269 | +0.4% | 0.01% | +20.0% |
Q4 2020 | $17,000 | +13.3% | 268 | +0.8% | 0.01% | 0.0% |
Q3 2020 | $15,000 | +7.1% | 266 | +0.8% | 0.01% | 0.0% |
Q2 2020 | $14,000 | +16.7% | 264 | +0.4% | 0.01% | 0.0% |
Q1 2020 | $12,000 | -20.0% | 263 | +0.8% | 0.01% | +25.0% |
Q4 2019 | $15,000 | +7.1% | 261 | +0.8% | 0.00% | 0.0% |
Q3 2019 | $14,000 | 0.0% | 259 | +0.8% | 0.00% | -20.0% |
Q2 2019 | $14,000 | +7.7% | 257 | 0.0% | 0.01% | +25.0% |
Q1 2019 | $13,000 | +8.3% | 257 | +0.4% | 0.00% | 0.0% |
Q4 2018 | $12,000 | -7.7% | 256 | +0.8% | 0.00% | 0.0% |
Q3 2018 | $13,000 | +8.3% | 254 | +0.4% | 0.00% | +33.3% |
Q2 2018 | $12,000 | 0.0% | 253 | 0.0% | 0.00% | -25.0% |
Q1 2018 | $12,000 | +50.0% | 253 | +24.6% | 0.00% | +33.3% |
Q1 2015 | $8,000 | -71.4% | 203 | -71.1% | 0.00% | -66.7% |
Q4 2014 | $28,000 | +3.7% | 703 | +0.1% | 0.01% | 0.0% |
Q3 2014 | $27,000 | 0.0% | 702 | +0.1% | 0.01% | 0.0% |
Q2 2014 | $27,000 | +3.8% | 701 | 0.0% | 0.01% | -10.0% |
Q1 2014 | $26,000 | 0.0% | 701 | +0.1% | 0.01% | 0.0% |
Q4 2013 | $26,000 | +8.3% | 700 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $24,000 | – | 700 | – | 0.01% | – |
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% |