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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,152 | -2.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,524 | -60.3% | 200 | -60.0% | 0.00% | 0.0% |
| Q1 2023 | $36,580 | -3.2% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $37,770 | -77.2% | 500 | -80.0% | 0.00% | -85.7% |
| Q3 2022 | $166,000 | -48.4% | 2,502 | -44.4% | 0.01% | -36.4% |
| Q2 2022 | $322,000 | +1.6% | 4,500 | +12.1% | 0.01% | -35.3% |
| Q1 2022 | $317,000 | -32.4% | 4,016 | -30.8% | 0.02% | +21.4% |
| Q4 2021 | $469,000 | +7.1% | 5,800 | -1.8% | 0.01% | 0.0% |
| Q3 2021 | $438,000 | +5.8% | 5,906 | +7.6% | 0.01% | -36.4% |
| Q2 2021 | $414,000 | +38.9% | 5,487 | +34.0% | 0.02% | +29.4% |
| Q1 2021 | $298,000 | +15.5% | 4,094 | +1.9% | 0.02% | 0.0% |
| Q4 2020 | $258,000 | +16.2% | 4,016 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $222,000 | +6.7% | 4,016 | 0.0% | 0.02% | +6.2% |
| Q2 2020 | $208,000 | +14.9% | 4,016 | 0.0% | 0.02% | -5.9% |
| Q1 2020 | $181,000 | -22.3% | 4,016 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $233,000 | +5.9% | 4,016 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $220,000 | +2.3% | 4,016 | -0.9% | 0.02% | 0.0% |
| Q2 2019 | $215,000 | +5.4% | 4,053 | +4.0% | 0.02% | +6.2% |
| Q1 2019 | $204,000 | +7.9% | 3,898 | -3.4% | 0.02% | -5.9% |
| Q4 2018 | $189,000 | -11.7% | 4,034 | -0.0% | 0.02% | 0.0% |
| Q3 2018 | $214,000 | +96.3% | 4,035 | +82.5% | 0.02% | +88.9% |
| Q2 2018 | $109,000 | +1262.5% | 2,211 | +1005.5% | 0.01% | +800.0% |
| Q4 2014 | $8,000 | – | 200 | – | 0.00% | – |
| Q1 2014 | $0 | – | 0 | – | 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% |