SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,872,403 | +21.9% | 40,593 | +25.1% | 0.04% | +16.2% |
| Q2 2023 | $2,355,798 | -10.3% | 32,440 | -9.6% | 0.04% | -24.5% |
| Q1 2023 | $2,626,727 | +141.3% | 35,904 | +149.2% | 0.05% | +81.5% |
| Q4 2022 | $1,088,373 | +19.7% | 14,408 | +5.2% | 0.03% | -3.6% |
| Q3 2022 | $909,000 | +3.1% | 13,690 | +11.1% | 0.03% | +3.7% |
| Q2 2022 | $882,000 | +168.9% | 12,320 | +196.5% | 0.03% | +145.5% |
| Q1 2022 | $328,000 | 0.0% | 4,155 | +2.5% | 0.01% | 0.0% |
| Q4 2021 | $328,000 | +9.0% | 4,055 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $301,000 | -14.5% | 4,055 | -12.9% | 0.01% | -21.4% |
| Q2 2021 | $352,000 | +22.2% | 4,656 | +17.7% | 0.01% | -6.7% |
| Q1 2021 | $288,000 | +13.4% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $254,000 | – | 3,956 | – | 0.02% | – |
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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% |