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 | $1,245,306 | -2.6% | 17,599 | 0.0% | 0.11% | +4.8% |
| Q2 2023 | $1,278,040 | -3.5% | 17,599 | -2.7% | 0.10% | -1.9% |
| Q1 2023 | $1,323,758 | -8.4% | 18,094 | -5.4% | 0.11% | -11.7% |
| Q4 2022 | $1,444,854 | -8.7% | 19,127 | -19.7% | 0.12% | -15.5% |
| Q3 2022 | $1,583,000 | +2.9% | 23,827 | +11.0% | 0.14% | +3.6% |
| Q2 2022 | $1,538,000 | +18.9% | 21,465 | +30.8% | 0.14% | +48.9% |
| Q1 2022 | $1,294,000 | +10.3% | 16,405 | +13.0% | 0.09% | +13.6% |
| Q4 2021 | $1,173,000 | +40.5% | 14,518 | +29.1% | 0.08% | +20.9% |
| Q3 2021 | $835,000 | +22.1% | 11,248 | +24.4% | 0.07% | +19.6% |
| Q2 2021 | $684,000 | -3.1% | 9,044 | -6.5% | 0.06% | -12.5% |
| Q1 2021 | $706,000 | +9.6% | 9,675 | -3.6% | 0.06% | +4.9% |
| Q4 2020 | $644,000 | +7.2% | 10,041 | -7.6% | 0.06% | -3.2% |
| Q3 2020 | $601,000 | +6.7% | 10,871 | 0.0% | 0.06% | +6.8% |
| Q2 2020 | $563,000 | -28.4% | 10,871 | -37.8% | 0.06% | -37.9% |
| Q1 2020 | $786,000 | -38.0% | 17,467 | -20.2% | 0.10% | -11.2% |
| Q4 2019 | $1,267,000 | +3.4% | 21,877 | -2.1% | 0.11% | -37.4% |
| Q3 2019 | $1,225,000 | +3.3% | 22,355 | 0.0% | 0.17% | -1.2% |
| Q2 2019 | $1,186,000 | -0.7% | 22,355 | -2.1% | 0.17% | +8.8% |
| Q1 2019 | $1,194,000 | -9.7% | 22,840 | -18.8% | 0.16% | -11.2% |
| Q4 2018 | $1,322,000 | +3.0% | 28,138 | +16.2% | 0.18% | -11.8% |
| Q3 2018 | $1,283,000 | +5.9% | 24,211 | -1.6% | 0.20% | +3.6% |
| Q2 2018 | $1,212,000 | +0.5% | 24,594 | 0.0% | 0.20% | -1.5% |
| Q1 2018 | $1,206,000 | -4.1% | 24,594 | 0.0% | 0.20% | -0.5% |
| Q4 2017 | $1,258,000 | +9.3% | 24,594 | 0.0% | 0.20% | +5.8% |
| Q3 2017 | $1,151,000 | +3.8% | 24,594 | 0.0% | 0.19% | +18.1% |
| Q2 2017 | $1,109,000 | +1.2% | 24,594 | 0.0% | 0.16% | +3.2% |
| Q1 2017 | $1,096,000 | +1.7% | 24,594 | -0.6% | 0.16% | -4.9% |
| Q4 2016 | $1,078,000 | +23.5% | 24,752 | +19.9% | 0.16% | +23.5% |
| Q3 2016 | $873,000 | +2.1% | 20,637 | +0.0% | 0.13% | -2.9% |
| Q2 2016 | $855,000 | – | 20,636 | – | 0.14% | – |
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% |