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 | $509,854 | +0.6% | 7,205 | +3.2% | 0.04% | +2.7% |
| Q2 2023 | $506,980 | -5.9% | 6,981 | -5.2% | 0.04% | -11.9% |
| Q1 2023 | $538,770 | -2.4% | 7,364 | +0.8% | 0.04% | -6.7% |
| Q4 2022 | $551,764 | +13.8% | 7,304 | +0.1% | 0.04% | +9.8% |
| Q3 2022 | $485,000 | -7.6% | 7,298 | -0.4% | 0.04% | -4.7% |
| Q2 2022 | $525,000 | -8.9% | 7,324 | +0.4% | 0.04% | +4.9% |
| Q1 2022 | $576,000 | -6.2% | 7,298 | -3.9% | 0.04% | -4.7% |
| Q4 2021 | $614,000 | +8.7% | 7,591 | -0.2% | 0.04% | +2.4% |
| Q3 2021 | $565,000 | -12.0% | 7,608 | -10.5% | 0.04% | -12.5% |
| Q2 2021 | $642,000 | +9.0% | 8,496 | +5.1% | 0.05% | 0.0% |
| Q1 2021 | $589,000 | +12.2% | 8,082 | -1.3% | 0.05% | +6.7% |
| Q4 2020 | $525,000 | +141.9% | 8,192 | +93.3% | 0.04% | +50.0% |
| Q4 2017 | $217,000 | – | 4,237 | – | 0.03% | – |
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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% |