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 | $1,081,920 | +44.8% | 15,290 | +48.6% | 0.04% | +50.0% |
| Q2 2023 | $747,260 | +18.9% | 10,290 | +19.8% | 0.03% | +12.0% |
| Q1 2023 | $628,444 | +2.8% | 8,590 | +6.2% | 0.02% | 0.0% |
| Q4 2022 | $611,119 | +13.8% | 8,090 | 0.0% | 0.02% | +4.2% |
| Q3 2022 | $537,000 | +1888.9% | 8,090 | +2057.3% | 0.02% | +2300.0% |
| Q2 2022 | $27,000 | -10.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $30,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $30,000 | +7.1% | 375 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $28,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $28,000 | -3.4% | 375 | -6.9% | 0.00% | 0.0% |
| Q1 2021 | $29,000 | +20.8% | 403 | +7.5% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | +14.3% | 375 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $21,000 | +10.5% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +11.8% | 375 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -22.7% | 375 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $22,000 | +4.8% | 375 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $21,000 | +5.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $20,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $20,000 | +11.1% | 375 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | -52.6% | 375 | -47.0% | 0.00% | -66.7% |
| Q3 2018 | $38,000 | +111.1% | 708 | +88.8% | 0.00% | +200.0% |
| Q2 2018 | $18,000 | +100.0% | 375 | +87.5% | 0.00% | 0.0% |
| Q2 2017 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $9,000 | – | 200 | – | 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% |