SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 198 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 1.60 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $990,286 | +5881.1% | 13,995 | +6038.2% | 0.03% | +3000.0% |
| Q2 2023 | $16,557 | +4178.3% | 228 | -95.7% | 0.00% | -91.7% |
| Q1 2023 | $387 | +272.1% | 5,300 | +283.5% | 0.01% | +200.0% |
| Q4 2022 | $104 | -100.0% | 1,382 | -71.3% | 0.00% | -50.0% |
| Q2 2022 | $345,000 | -31.1% | 4,811 | -24.3% | 0.01% | +60.0% |
| Q1 2022 | $501,000 | -51.8% | 6,355 | -54.6% | 0.01% | -81.5% |
| Q3 2021 | $1,039,000 | -43.0% | 13,997 | -41.9% | 0.03% | -42.6% |
| Q2 2021 | $1,824,000 | +64.3% | 24,108 | +58.3% | 0.05% | +147.4% |
| Q1 2021 | $1,110,000 | +55400.0% | 15,231 | +41064.9% | 0.02% | – |
| Q4 2020 | $2,000 | -99.9% | 37 | -99.9% | 0.00% | -100.0% |
| Q3 2020 | $1,536,000 | +21.4% | 27,781 | +13.6% | 0.02% | -67.3% |
| Q2 2020 | $1,265,000 | -22.4% | 24,450 | -32.6% | 0.05% | -47.5% |
| Q1 2020 | $1,631,000 | +10093.8% | 36,262 | +12713.4% | 0.10% | +9800.0% |
| Q4 2019 | $16,000 | +220.0% | 283 | +191.8% | 0.00% | – |
| Q2 2019 | $5,000 | -99.5% | 97 | -99.5% | 0.00% | -100.0% |
| Q1 2019 | $1,011,000 | -45.6% | 19,334 | -51.1% | 0.06% | -54.5% |
| Q4 2018 | $1,857,000 | +129.3% | 39,527 | +158.6% | 0.13% | +127.1% |
| Q3 2018 | $810,000 | -37.0% | 15,285 | -41.7% | 0.06% | -46.4% |
| Q1 2018 | $1,285,000 | +0.8% | 26,203 | +5.2% | 0.11% | -32.9% |
| Q4 2017 | $1,275,000 | -64.4% | 24,912 | -67.4% | 0.16% | -44.6% |
| Q3 2017 | $3,580,000 | +1416.9% | 76,487 | +1344.5% | 0.30% | +1133.3% |
| Q1 2017 | $236,000 | -84.2% | 5,295 | -84.6% | 0.02% | -85.3% |
| Q4 2016 | $1,498,000 | -17.2% | 34,386 | -19.6% | 0.16% | -9.4% |
| Q3 2016 | $1,810,000 | -7.3% | 42,789 | -9.2% | 0.18% | -3.2% |
| Q2 2016 | $1,952,000 | +316.2% | 47,114 | +286.8% | 0.19% | +144.7% |
| Q4 2015 | $469,000 | +501.3% | 12,180 | +462.3% | 0.08% | +850.0% |
| Q3 2015 | $78,000 | -94.7% | 2,166 | -94.4% | 0.01% | -93.9% |
| Q2 2015 | $1,484,000 | +1932.9% | 38,749 | +1991.1% | 0.13% | +1366.7% |
| Q1 2015 | $73,000 | -95.2% | 1,853 | -95.1% | 0.01% | -93.8% |
| Q4 2014 | $1,506,000 | +2688.9% | 37,789 | +2606.9% | 0.15% | +2333.3% |
| Q3 2014 | $54,000 | -94.6% | 1,396 | -94.7% | 0.01% | -95.4% |
| Q2 2014 | $1,009,000 | – | 26,357 | – | 0.13% | – |
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% |