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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314 | -2.5% | 4,443 | +0.2% | 0.05% | 0.0% |
| Q2 2023 | $322 | -0.6% | 4,436 | +0.2% | 0.05% | -9.4% |
| Q1 2023 | $324 | +19.1% | 4,428 | +23.0% | 0.05% | +12.8% |
| Q4 2022 | $272 | -99.9% | 3,601 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $239,000 | -7.4% | 3,601 | 0.0% | 0.05% | -2.1% |
| Q2 2022 | $258,000 | -9.2% | 3,601 | 0.0% | 0.05% | +2.1% |
| Q1 2022 | $284,000 | -2.4% | 3,601 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $291,000 | +9.4% | 3,601 | +0.5% | 0.05% | 0.0% |
| Q3 2021 | $266,000 | -1.8% | 3,582 | 0.0% | 0.05% | -4.1% |
| Q2 2021 | $271,000 | +3.8% | 3,582 | 0.0% | 0.05% | +2.1% |
| Q1 2021 | $261,000 | +64.2% | 3,582 | +44.3% | 0.05% | +37.1% |
| Q4 2020 | $159,000 | +16.1% | 2,482 | 0.0% | 0.04% | +2.9% |
| Q3 2020 | $137,000 | +7.0% | 2,482 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $128,000 | +14.3% | 2,482 | 0.0% | 0.03% | -2.9% |
| Q1 2020 | $112,000 | +1300.0% | 2,482 | +1780.3% | 0.04% | +1650.0% |
| Q4 2019 | $8,000 | – | 132 | – | 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% |