SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9 | -99.0% | 125 | -99.0% | 0.00% | -98.9% |
| Q1 2023 | $940 | +2086.0% | 12,852 | +2170.7% | 0.18% | +1911.1% |
| Q4 2022 | $43 | -99.6% | 566 | +287.7% | 0.01% | +350.0% |
| Q3 2022 | $10,000 | -92.3% | 146 | -92.0% | 0.00% | -93.8% |
| Q2 2022 | $130,000 | -2.3% | 1,815 | +7.8% | 0.03% | +10.3% |
| Q1 2022 | $133,000 | -2.2% | 1,683 | +0.3% | 0.03% | 0.0% |
| Q4 2021 | $136,000 | +16.2% | 1,678 | +6.7% | 0.03% | +7.4% |
| Q3 2021 | $117,000 | 0.0% | 1,572 | +1.7% | 0.03% | -10.0% |
| Q2 2021 | $117,000 | +4.5% | 1,546 | +0.3% | 0.03% | 0.0% |
| Q1 2021 | $112,000 | +14.3% | 1,541 | +0.4% | 0.03% | +11.1% |
| Q4 2020 | $98,000 | +15.3% | 1,535 | +0.4% | 0.03% | -10.0% |
| Q3 2020 | $85,000 | +7.6% | 1,529 | +0.5% | 0.03% | +11.1% |
| Q2 2020 | $79,000 | +16.2% | 1,522 | +0.5% | 0.03% | -6.9% |
| Q1 2020 | $68,000 | -1.4% | 1,515 | +27.2% | 0.03% | +26.1% |
| Q4 2019 | $69,000 | +15.0% | 1,191 | +8.3% | 0.02% | +4.5% |
| Q3 2019 | $60,000 | +87.5% | 1,100 | +83.3% | 0.02% | +83.3% |
| Q2 2019 | $32,000 | +540.0% | 600 | +482.5% | 0.01% | +500.0% |
| Q1 2019 | $5,000 | -50.0% | 103 | -49.0% | 0.00% | -66.7% |
| Q4 2018 | $10,000 | +100.0% | 202 | +102.0% | 0.01% | +200.0% |
| Q3 2018 | $5,000 | +66.7% | 100 | +17.6% | 0.00% | 0.0% |
| Q4 2016 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $3,000 | – | 85 | – | 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% |