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 | $11,097,677 | -52.4% | 156,835 | -51.1% | 0.45% | -1.7% |
| Q2 2023 | $23,292,966 | +554.1% | 320,752 | +559.0% | 0.46% | +126.7% |
| Q1 2023 | $3,560,986 | +28.1% | 48,674 | +32.2% | 0.20% | +134.9% |
| Q4 2022 | $2,780,681 | +41.0% | 36,811 | +24.0% | 0.09% | -49.4% |
| Q3 2022 | $1,972,000 | -3.3% | 29,682 | +4.2% | 0.17% | 0.0% |
| Q2 2022 | $2,040,000 | +39.3% | 28,473 | +53.5% | 0.17% | +65.0% |
| Q1 2022 | $1,464,000 | +22.6% | 18,552 | +25.6% | 0.10% | +21.2% |
| Q4 2021 | $1,194,000 | +64.5% | 14,768 | +51.0% | 0.08% | +34.9% |
| Q3 2021 | $726,000 | +25.6% | 9,781 | +27.9% | 0.06% | +23.5% |
| Q2 2021 | $578,000 | +20.4% | 7,649 | +16.3% | 0.05% | +4.1% |
| Q1 2021 | $480,000 | +91.2% | 6,579 | +68.2% | 0.05% | +69.0% |
| Q4 2020 | $251,000 | +434.0% | 3,911 | +311.7% | 0.03% | +70.6% |
| Q1 2018 | $47,000 | +840.0% | 950 | +921.5% | 0.02% | +750.0% |
| Q4 2017 | $5,000 | +25.0% | 93 | +24.0% | 0.00% | +100.0% |
| Q3 2017 | $4,000 | +33.3% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $3,000 | -99.8% | 75 | -99.7% | 0.00% | -99.4% |
| Q3 2011 | $1,972,000 | – | 29,682 | – | 0.17% | – |
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% |