SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 771 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.93 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $63,000 | +28.6% | 995 | +11.2% | 0.01% | 0.0% |
| Q3 2020 | $49,000 | +6.5% | 895 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $46,000 | +9.5% | 895 | -0.1% | 0.01% | -14.3% |
| Q1 2020 | $42,000 | -19.2% | 896 | 0.0% | 0.01% | +7.7% |
| Q4 2019 | $52,000 | +4.0% | 896 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $50,000 | +4.2% | 896 | 0.0% | 0.01% | +7.7% |
| Q2 2019 | $48,000 | -17.2% | 896 | -18.2% | 0.01% | -18.8% |
| Q1 2019 | $58,000 | +31.8% | 1,096 | +21.8% | 0.02% | +6.7% |
| Q4 2018 | $44,000 | -8.3% | 900 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $48,000 | +4.3% | 900 | 0.0% | 0.02% | +7.1% |
| Q2 2018 | $46,000 | -99.9% | 900 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $44,128,000 | -4.2% | 900 | 0.0% | 0.01% | -6.7% |
| Q4 2017 | $46,054,000 | +9.3% | 900 | 0.0% | 0.02% | +7.1% |
| Q3 2017 | $42,120,000 | -22.2% | 900 | -25.0% | 0.01% | -6.7% |
| Q2 2017 | $54,120,000 | +1.2% | 1,200 | 0.0% | 0.02% | -11.8% |
| Q1 2017 | $53,496,000 | +11.6% | 1,200 | +9.1% | 0.02% | +13.3% |
| Q4 2016 | $47,928,000 | -48.5% | 1,100 | -26.7% | 0.02% | +15.4% |
| Q3 2016 | $93,084,000 | +327.9% | 1,500 | +185.2% | 0.01% | +116.7% |
| Q2 2016 | $21,756,000 | +141.2% | 526 | +133.8% | 0.01% | +100.0% |
| Q1 2016 | $9,020,000 | +4.0% | 225 | -0.4% | 0.00% | +50.0% |
| Q4 2015 | $8,676,000 | +7.2% | 226 | 0.0% | 0.00% | -33.3% |
| Q3 2015 | $8,090,000 | -6.1% | 226 | 0.0% | 0.00% | +50.0% |
| Q2 2015 | $8,616,000 | – | 226 | – | 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% |