SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,101 | -9.3% | 6,220 | -6.9% | 0.04% | -7.9% |
| Q2 2023 | $485,207 | -0.2% | 6,681 | +0.6% | 0.04% | -11.6% |
| Q1 2023 | $486,097 | -2.2% | 6,644 | +1.0% | 0.04% | -12.2% |
| Q4 2022 | $497,131 | +44.9% | 6,581 | +27.4% | 0.05% | +4.3% |
| Q3 2022 | $343,000 | -7.0% | 5,165 | +0.2% | 0.05% | -17.5% |
| Q2 2022 | $369,000 | -12.6% | 5,157 | -3.6% | 0.06% | -1.7% |
| Q1 2022 | $422,000 | +1.4% | 5,349 | +4.0% | 0.06% | -34.8% |
| Q4 2021 | $416,000 | 0.0% | 5,144 | -8.2% | 0.09% | +45.9% |
| Q3 2021 | $416,000 | -31.2% | 5,605 | -29.9% | 0.06% | -31.5% |
| Q2 2021 | $605,000 | +7.7% | 8,000 | +3.7% | 0.09% | -30.5% |
| Q1 2021 | $562,000 | +12.9% | 7,713 | -0.7% | 0.13% | +48.8% |
| Q4 2020 | $498,000 | +3.3% | 7,765 | -10.9% | 0.09% | -8.5% |
| Q3 2020 | $482,000 | +7.1% | 8,714 | +0.2% | 0.09% | +1.1% |
| Q2 2020 | $450,000 | +15.4% | 8,694 | +0.2% | 0.09% | -13.9% |
| Q1 2020 | $390,000 | -8.5% | 8,677 | +18.0% | 0.11% | +13.7% |
| Q4 2019 | $426,000 | +7.8% | 7,353 | +2.0% | 0.10% | 0.0% |
| Q3 2019 | $395,000 | +7.0% | 7,207 | +3.6% | 0.10% | +4.4% |
| Q2 2019 | $369,000 | +1.4% | 6,957 | 0.0% | 0.09% | 0.0% |
| Q1 2019 | $364,000 | +27.3% | 6,957 | +14.2% | 0.09% | +13.8% |
| Q4 2018 | $286,000 | -10.1% | 6,092 | +1.7% | 0.08% | +122.2% |
| Q3 2018 | $318,000 | +19.1% | 5,991 | +10.5% | 0.04% | +16.1% |
| Q2 2018 | $267,000 | +18.7% | 5,422 | +17.9% | 0.03% | +14.8% |
| Q1 2018 | $225,000 | – | 4,597 | – | 0.03% | – |
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% |