SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,401,000 | +31.9% | 43,108 | +35.2% | 1.24% | +174.2% |
| Q4 2021 | $2,578,000 | +5.4% | 31,895 | -3.2% | 0.45% | -53.9% |
| Q3 2021 | $2,447,000 | -3.1% | 32,957 | -1.3% | 0.98% | +57.1% |
| Q2 2021 | $2,524,000 | +5.0% | 33,384 | +1.3% | 0.62% | -1.0% |
| Q1 2021 | $2,403,000 | +22.5% | 32,957 | +7.8% | 0.63% | -9.7% |
| Q4 2020 | $1,962,000 | +10.2% | 30,586 | -5.0% | 0.70% | +2.6% |
| Q3 2020 | $1,781,000 | +10.8% | 32,201 | +3.7% | 0.68% | -1.0% |
| Q2 2020 | $1,607,000 | +13.4% | 31,049 | -1.4% | 0.69% | -8.1% |
| Q1 2020 | $1,417,000 | -30.8% | 31,502 | -10.9% | 0.75% | -6.0% |
| Q4 2019 | $2,048,000 | – | 35,360 | – | 0.80% | – |
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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% |