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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $6,987,000 | +2.8% | 108,938 | -11.4% | 0.61% | -9.6% |
| Q3 2020 | $6,797,000 | +14.5% | 122,911 | +7.2% | 0.67% | +6.3% |
| Q2 2020 | $5,936,000 | +25.0% | 114,701 | +8.7% | 0.63% | +16.3% |
| Q1 2020 | $4,748,000 | -36.8% | 105,560 | -18.6% | 0.54% | -20.8% |
| Q4 2019 | $7,509,000 | +5.2% | 129,636 | -0.5% | 0.69% | -1.7% |
| Q3 2019 | $7,135,000 | +10.3% | 130,252 | +6.8% | 0.70% | +9.9% |
| Q2 2019 | $6,470,000 | -2.1% | 121,908 | -3.5% | 0.64% | -0.3% |
| Q1 2019 | $6,608,000 | +2.6% | 126,394 | -7.9% | 0.64% | -11.9% |
| Q4 2018 | $6,443,000 | -10.7% | 137,177 | +0.8% | 0.72% | -1.1% |
| Q3 2018 | $7,215,000 | +5.6% | 136,128 | -1.8% | 0.73% | -0.7% |
| Q2 2018 | $6,835,000 | -3.5% | 138,668 | -8.3% | 0.74% | -15.7% |
| Q1 2018 | $7,081,000 | -12.3% | 151,298 | -4.1% | 0.88% | -7.5% |
| Q4 2017 | $8,072,000 | +14.0% | 157,742 | +4.3% | 0.95% | +8.1% |
| Q3 2017 | $7,081,000 | +7.8% | 151,298 | +3.9% | 0.88% | +2.8% |
| Q2 2017 | $6,566,000 | -0.4% | 145,593 | -1.5% | 0.85% | -4.8% |
| Q1 2017 | $6,592,000 | +6.9% | 147,868 | +4.5% | 0.89% | -2.7% |
| Q4 2016 | $6,166,000 | +25.1% | 141,527 | +21.5% | 0.92% | +19.8% |
| Q3 2016 | $4,928,000 | +7.2% | 116,475 | +5.0% | 0.77% | +3.2% |
| Q2 2016 | $4,598,000 | +7.3% | 110,952 | +3.8% | 0.74% | +4.6% |
| Q1 2016 | $4,287,000 | +6.7% | 106,935 | +2.6% | 0.71% | +2.2% |
| Q4 2015 | $4,019,000 | +10.6% | 104,224 | +3.1% | 0.70% | +2.5% |
| Q3 2015 | $3,634,000 | -5.3% | 101,073 | +0.9% | 0.68% | -4.0% |
| Q2 2015 | $3,836,000 | -0.3% | 100,170 | +2.6% | 0.71% | +0.6% |
| Q1 2015 | $3,847,000 | +47.7% | 97,620 | +49.4% | 0.70% | -25.7% |
| Q4 2014 | $2,604,000 | +14.4% | 65,333 | +10.7% | 0.94% | -2.6% |
| Q3 2014 | $2,276,000 | +4.5% | 59,026 | +3.7% | 0.97% | +4.1% |
| Q2 2014 | $2,179,000 | +21.4% | 56,932 | +16.9% | 0.93% | +10.0% |
| Q1 2014 | $1,795,000 | +30.5% | 48,709 | +29.8% | 0.85% | +3.3% |
| Q4 2013 | $1,375,000 | – | 37,514 | – | 0.82% | – |
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% |