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 | $2,079,488 | -7.4% | 29,388 | -5.0% | 0.04% | -5.1% |
| Q2 2023 | $2,246,274 | -68.8% | 30,932 | -68.6% | 0.04% | -70.2% |
| Q1 2023 | $7,204,892 | -14.1% | 98,495 | -11.3% | 0.13% | -19.6% |
| Q4 2022 | $8,391,117 | +35.6% | 111,082 | +19.3% | 0.16% | +25.4% |
| Q3 2022 | $6,186,000 | +70.7% | 93,117 | +84.1% | 0.13% | +78.1% |
| Q2 2022 | $3,623,000 | +179.1% | 50,580 | +207.5% | 0.07% | +231.8% |
| Q1 2022 | $1,298,000 | +1.5% | 16,451 | +4.0% | 0.02% | +4.8% |
| Q4 2021 | $1,279,000 | +8.9% | 15,821 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $1,175,000 | -1.8% | 15,821 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,196,000 | +183.4% | 15,821 | +173.2% | 0.02% | +162.5% |
| Q1 2021 | $422,000 | +290.7% | 5,790 | +244.2% | 0.01% | +300.0% |
| Q4 2020 | $108,000 | +575.0% | 1,682 | +478.0% | 0.00% | – |
| Q3 2020 | $16,000 | +6.7% | 291 | 0.0% | 0.00% | – |
| Q2 2020 | $15,000 | +15.4% | 291 | 0.0% | 0.00% | – |
| Q1 2020 | $13,000 | -23.5% | 291 | 0.0% | 0.00% | – |
| Q4 2019 | $17,000 | +6.2% | 291 | 0.0% | 0.00% | – |
| Q3 2019 | $16,000 | +6.7% | 291 | 0.0% | 0.00% | – |
| Q2 2019 | $15,000 | 0.0% | 291 | 0.0% | 0.00% | – |
| Q1 2019 | $15,000 | +7.1% | 291 | 0.0% | 0.00% | – |
| Q4 2018 | $14,000 | -6.7% | 291 | 0.0% | 0.00% | – |
| Q3 2018 | $15,000 | +7.1% | 291 | 0.0% | 0.00% | – |
| Q2 2018 | $14,000 | 0.0% | 291 | 0.0% | 0.00% | – |
| Q1 2018 | $14,000 | -6.7% | 291 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $15,000 | +7.1% | 291 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,000 | +7.7% | 291 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $13,000 | 0.0% | 291 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $13,000 | 0.0% | 291 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $13,000 | +8.3% | 291 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $12,000 | 0.0% | 291 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $12,000 | +50.0% | 291 | +36.0% | 0.00% | – |
| Q3 2015 | $8,000 | 0.0% | 214 | +0.9% | 0.00% | – |
| Q2 2015 | $8,000 | 0.0% | 212 | +0.5% | 0.00% | – |
| Q1 2015 | $8,000 | 0.0% | 211 | +1.0% | 0.00% | – |
| Q4 2014 | $8,000 | – | 209 | – | 0.00% | – |
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% |