SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,720 | -40.6% | 3,939 | -39.1% | 0.00% | – |
| Q2 2023 | $469,612 | -31.0% | 6,467 | -30.5% | 0.00% | – |
| Q1 2023 | $680,647 | -6.4% | 9,304 | -3.4% | 0.00% | – |
| Q4 2022 | $727,447 | -61.5% | 9,630 | -66.1% | 0.00% | – |
| Q3 2022 | $1,888,000 | -5.6% | 28,420 | +1.8% | 0.00% | – |
| Q2 2022 | $1,999,000 | -12.6% | 27,907 | -3.8% | 0.00% | – |
| Q1 2022 | $2,288,000 | +7.3% | 29,004 | +10.0% | 0.00% | – |
| Q4 2021 | $2,132,000 | +0.4% | 26,375 | -7.8% | 0.00% | – |
| Q3 2021 | $2,123,000 | +4.7% | 28,600 | +6.7% | 0.00% | – |
| Q2 2021 | $2,028,000 | +2.1% | 26,815 | -1.5% | 0.00% | – |
| Q1 2021 | $1,986,000 | +5.5% | 27,236 | -7.2% | 0.00% | – |
| Q4 2020 | $1,883,000 | +23.2% | 29,364 | +6.2% | 0.00% | – |
| Q3 2020 | $1,529,000 | +32.2% | 27,659 | +23.7% | 0.00% | – |
| Q2 2020 | $1,157,000 | +21.7% | 22,357 | +5.7% | 0.00% | – |
| Q1 2020 | $951,000 | -24.3% | 21,145 | -2.6% | 0.00% | – |
| Q4 2019 | $1,257,000 | +4.1% | 21,705 | -1.6% | 0.00% | – |
| Q3 2019 | $1,208,000 | +5.7% | 22,051 | +2.4% | 0.00% | – |
| Q2 2019 | $1,143,000 | +1.1% | 21,535 | -0.5% | 0.00% | – |
| Q1 2019 | $1,131,000 | +1.3% | 21,643 | -8.9% | 0.00% | – |
| Q4 2018 | $1,116,000 | -17.9% | 23,768 | -7.4% | 0.00% | – |
| Q3 2018 | $1,360,000 | -5.6% | 25,660 | -12.2% | 0.00% | – |
| Q2 2018 | $1,441,000 | +14.5% | 29,221 | +13.9% | 0.00% | – |
| Q1 2018 | $1,258,000 | +19.0% | 25,662 | +24.3% | 0.00% | – |
| Q4 2017 | $1,057,000 | +129.8% | 20,649 | +95.3% | 0.00% | – |
| Q4 2016 | $460,000 | +97.4% | 10,571 | +82.2% | 0.00% | – |
| Q1 2016 | $233,000 | -5.3% | 5,802 | -9.1% | 0.00% | – |
| Q4 2015 | $246,000 | -98.2% | 6,384 | -98.2% | 0.00% | -100.0% |
| Q1 2015 | $13,709,000 | -25.3% | 347,855 | -24.4% | 0.00% | -20.0% |
| Q4 2014 | $18,345,000 | +28.5% | 460,361 | +24.4% | 0.01% | +25.0% |
| Q3 2014 | $14,271,000 | -25.8% | 370,106 | -26.4% | 0.00% | +33.3% |
| Q2 2014 | $19,232,000 | +7471.7% | 502,560 | +7194.0% | 0.00% | – |
| Q1 2014 | $254,000 | +0.8% | 6,890 | +0.2% | 0.00% | – |
| Q4 2013 | $252,000 | -47.1% | 6,879 | -51.3% | 0.00% | – |
| Q3 2013 | $476,000 | +107.0% | 14,128 | +100.3% | 0.00% | – |
| Q2 2013 | $230,000 | – | 7,053 | – | 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% |