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 | $23,227 | +1.5% | 328,252 | +4.2% | 0.09% | +8.8% |
| Q2 2023 | $22,886 | +1.3% | 315,150 | +2.0% | 0.08% | -13.0% |
| Q1 2023 | $22,600 | -4.4% | 308,908 | -1.2% | 0.09% | 0.0% |
| Q4 2022 | $23,630 | -99.9% | 312,811 | +4.3% | 0.09% | +8.2% |
| Q3 2022 | $19,925,000 | +3.3% | 299,937 | +12.3% | 0.08% | -2.3% |
| Q2 2022 | $19,294,000 | +8.1% | 267,011 | +18.0% | 0.09% | +14.5% |
| Q1 2022 | $17,844,000 | +3.0% | 226,190 | +5.5% | 0.08% | +13.4% |
| Q4 2021 | $17,322,000 | +25.9% | 214,301 | +15.6% | 0.07% | +13.6% |
| Q3 2021 | $13,760,000 | +337.8% | 185,341 | +345.9% | 0.06% | +321.4% |
| Q2 2021 | $3,143,000 | +30.7% | 41,562 | +26.1% | 0.01% | +16.7% |
| Q1 2021 | $2,404,000 | +25.1% | 32,971 | +10.0% | 0.01% | +33.3% |
| Q4 2020 | $1,922,000 | +12.7% | 29,970 | -2.8% | 0.01% | -10.0% |
| Q3 2020 | $1,705,000 | +13.3% | 30,830 | +6.0% | 0.01% | 0.0% |
| Q2 2020 | $1,505,000 | -15.1% | 29,086 | -26.2% | 0.01% | -28.6% |
| Q1 2020 | $1,772,000 | -32.7% | 39,392 | -13.3% | 0.01% | -17.6% |
| Q4 2019 | $2,633,000 | +15.5% | 45,455 | +9.3% | 0.02% | 0.0% |
| Q3 2019 | $2,279,000 | +6.5% | 41,597 | +3.2% | 0.02% | +6.2% |
| Q2 2019 | $2,139,000 | -1.0% | 40,311 | -2.4% | 0.02% | -11.1% |
| Q1 2019 | $2,160,000 | +66.7% | 41,320 | +49.8% | 0.02% | +50.0% |
| Q4 2018 | $1,296,000 | +23.2% | 27,584 | +38.9% | 0.01% | +33.3% |
| Q3 2018 | $1,052,000 | +18.9% | 19,854 | +10.6% | 0.01% | 0.0% |
| Q2 2018 | $885,000 | +116.4% | 17,956 | +115.3% | 0.01% | +125.0% |
| Q1 2018 | $409,000 | +3.5% | 8,340 | +8.0% | 0.00% | 0.0% |
| Q4 2017 | $395,000 | +11.3% | 7,721 | +1.9% | 0.00% | 0.0% |
| Q3 2017 | $355,000 | +15.3% | 7,579 | +10.8% | 0.00% | 0.0% |
| Q2 2017 | $308,000 | +5.5% | 6,840 | +4.4% | 0.00% | 0.0% |
| Q1 2017 | $292,000 | – | 6,554 | – | 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% |