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 | $1,383,244 | -6.8% | 19,548 | -4.3% | 0.25% | -0.4% |
| Q2 2023 | $1,483,634 | +3.4% | 20,430 | +4.2% | 0.25% | -8.8% |
| Q1 2023 | $1,434,228 | +57.5% | 19,604 | +62.6% | 0.27% | +43.5% |
| Q4 2022 | $910,501 | +60.0% | 12,053 | +40.8% | 0.19% | +49.2% |
| Q3 2022 | $569,000 | -9.5% | 8,562 | -2.5% | 0.13% | +3.2% |
| Q2 2022 | $629,000 | -16.0% | 8,782 | -7.5% | 0.12% | +2.5% |
| Q1 2022 | $749,000 | -1.2% | 9,489 | +1.1% | 0.12% | -1.6% |
| Q4 2021 | $758,000 | +57.9% | 9,382 | +45.2% | 0.12% | +46.4% |
| Q3 2021 | $480,000 | -0.4% | 6,462 | +1.4% | 0.08% | -1.2% |
| Q2 2021 | $482,000 | +26.5% | 6,371 | +21.9% | 0.08% | +18.1% |
| Q1 2021 | $381,000 | +21.3% | 5,227 | +6.7% | 0.07% | +16.1% |
| Q4 2020 | $314,000 | +25.1% | 4,901 | +8.0% | 0.06% | +8.8% |
| Q3 2020 | $251,000 | +24.3% | 4,538 | +16.4% | 0.06% | +16.3% |
| Q2 2020 | $202,000 | +6.3% | 3,897 | +19.0% | 0.05% | +14.0% |
| Q4 2019 | $190,000 | -46.0% | 3,276 | -52.5% | 0.04% | -46.9% |
| Q4 2017 | $352,000 | – | 6,893 | – | 0.08% | – |
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% |