SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,435 | +3.3% | 3,893 | +6.0% | 0.00% | +33.3% |
| Q2 2023 | $266,654 | -44.0% | 3,672 | -43.5% | 0.00% | -50.0% |
| Q1 2023 | $475,801 | +3.8% | 6,504 | +7.2% | 0.01% | 0.0% |
| Q4 2022 | $458,316 | +7.1% | 6,067 | -5.8% | 0.01% | -14.3% |
| Q3 2022 | $428,000 | +95.4% | 6,442 | +110.7% | 0.01% | +133.3% |
| Q2 2022 | $219,000 | -54.1% | 3,057 | -49.4% | 0.00% | -57.1% |
| Q1 2022 | $477,000 | -10.3% | 6,044 | -8.2% | 0.01% | 0.0% |
| Q4 2021 | $532,000 | +27.6% | 6,585 | +17.2% | 0.01% | 0.0% |
| Q3 2021 | $417,000 | -1.9% | 5,617 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $425,000 | +3.7% | 5,617 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $410,000 | -28.6% | 5,617 | -37.3% | 0.01% | -36.4% |
| Q4 2020 | $574,000 | +58.1% | 8,954 | +36.5% | 0.01% | +57.1% |
| Q3 2020 | $363,000 | +7.4% | 6,558 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $338,000 | -22.1% | 6,537 | -12.8% | 0.01% | -12.5% |
| Q4 2019 | $434,000 | – | 7,496 | – | 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% |