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 | $5,247,420 | -3.0% | 74,158 | -0.5% | 0.45% | +1.1% |
| Q2 2023 | $5,412,077 | -0.4% | 74,526 | +0.3% | 0.45% | -3.7% |
| Q1 2023 | $5,436,373 | -3.2% | 74,308 | 0.0% | 0.46% | -8.5% |
| Q4 2022 | $5,613,226 | -4.5% | 74,308 | -16.0% | 0.51% | -9.1% |
| Q3 2022 | $5,877,000 | -7.4% | 88,467 | -0.2% | 0.56% | -1.8% |
| Q2 2022 | $6,350,000 | +1.6% | 88,652 | +11.8% | 0.57% | +17.1% |
| Q1 2022 | $6,253,000 | -3.4% | 79,267 | -1.0% | 0.48% | -0.2% |
| Q4 2021 | $6,472,000 | +6.1% | 80,067 | -2.5% | 0.49% | -1.6% |
| Q3 2021 | $6,099,000 | -2.6% | 82,158 | -0.8% | 0.49% | -6.4% |
| Q2 2021 | $6,262,000 | +1.5% | 82,803 | -2.1% | 0.53% | -5.0% |
| Q1 2021 | $6,169,000 | +6.8% | 84,608 | -6.0% | 0.56% | +1.8% |
| Q4 2020 | $5,775,000 | +13.4% | 90,023 | -2.2% | 0.55% | +3.8% |
| Q3 2020 | $5,091,000 | -4.0% | 92,059 | -10.1% | 0.53% | -9.9% |
| Q2 2020 | $5,301,000 | +12.3% | 102,447 | -2.4% | 0.58% | -4.7% |
| Q1 2020 | $4,722,000 | -21.9% | 104,984 | +0.6% | 0.61% | -3.2% |
| Q4 2019 | $6,047,000 | +5.0% | 104,402 | -0.7% | 0.63% | -1.7% |
| Q3 2019 | $5,760,000 | +9.9% | 105,150 | +6.5% | 0.64% | +8.1% |
| Q2 2019 | $5,239,000 | +1.6% | 98,724 | +0.1% | 0.60% | -2.6% |
| Q1 2019 | $5,155,000 | +9.2% | 98,599 | -1.9% | 0.61% | +0.3% |
| Q4 2018 | $4,719,000 | -12.6% | 100,481 | -1.4% | 0.61% | 0.0% |
| Q3 2018 | $5,399,000 | +8.3% | 101,871 | +0.8% | 0.61% | +2.7% |
| Q2 2018 | $4,983,000 | -6.0% | 101,081 | -6.5% | 0.59% | -4.0% |
| Q1 2018 | $5,299,000 | -5.8% | 108,072 | -1.7% | 0.62% | -5.6% |
| Q4 2017 | $5,623,000 | +7.7% | 109,893 | -1.5% | 0.66% | +3.3% |
| Q3 2017 | $5,219,000 | +7.3% | 111,518 | +3.4% | 0.64% | +3.3% |
| Q2 2017 | $4,863,000 | -6.0% | 107,828 | -7.0% | 0.62% | -7.4% |
| Q1 2017 | $5,171,000 | -4.1% | 115,983 | -6.3% | 0.66% | -9.3% |
| Q4 2016 | $5,394,000 | +6.6% | 123,810 | +3.5% | 0.73% | +6.4% |
| Q3 2016 | $5,061,000 | -0.8% | 119,608 | -2.9% | 0.69% | -7.3% |
| Q2 2016 | $5,104,000 | +17.7% | 123,176 | +13.9% | 0.74% | +13.5% |
| Q1 2016 | $4,335,000 | +250.4% | 108,138 | +237.0% | 0.65% | +247.9% |
| Q4 2015 | $1,237,000 | – | 32,086 | – | 0.19% | – |
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% |