SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 151 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,818 | -64.6% | 4,506 | -63.6% | 0.04% | -63.2% |
| Q2 2023 | $899,808 | -4.5% | 12,391 | -3.8% | 0.11% | -10.9% |
| Q1 2023 | $942,644 | -4.3% | 12,885 | -1.2% | 0.12% | -9.8% |
| Q4 2022 | $985,089 | +5.1% | 13,040 | -7.5% | 0.13% | -2.2% |
| Q3 2022 | $937,000 | -9.3% | 14,099 | -2.2% | 0.14% | -4.9% |
| Q2 2022 | $1,033,000 | -5.8% | 14,416 | +3.7% | 0.14% | +7.6% |
| Q1 2022 | $1,097,000 | +23.3% | 13,900 | +26.2% | 0.13% | +24.5% |
| Q4 2021 | $890,000 | +8.4% | 11,017 | -0.3% | 0.11% | +1.9% |
| Q3 2021 | $821,000 | -1.7% | 11,055 | +0.1% | 0.10% | -1.0% |
| Q2 2021 | $835,000 | -12.6% | 11,047 | -15.7% | 0.10% | -18.0% |
| Q1 2021 | $955,000 | -7.4% | 13,102 | -18.5% | 0.13% | -11.1% |
| Q4 2020 | $1,031,000 | +11.8% | 16,071 | -3.6% | 0.14% | -2.0% |
| Q3 2020 | $922,000 | +6.8% | 16,664 | -0.1% | 0.15% | -0.7% |
| Q2 2020 | $863,000 | +15.2% | 16,676 | +0.1% | 0.15% | -5.7% |
| Q1 2020 | $749,000 | -35.0% | 16,661 | -16.2% | 0.16% | -24.2% |
| Q4 2019 | $1,152,000 | +5.6% | 19,891 | -0.1% | 0.21% | 0.0% |
| Q3 2019 | $1,091,000 | +0.7% | 19,907 | -2.4% | 0.21% | +3.5% |
| Q2 2019 | $1,083,000 | -24.2% | 20,397 | -25.4% | 0.20% | -28.6% |
| Q1 2019 | $1,429,000 | +8.1% | 27,329 | -3.0% | 0.28% | -8.2% |
| Q4 2018 | $1,322,000 | -14.0% | 28,162 | -3.0% | 0.30% | -6.4% |
| Q3 2018 | $1,537,000 | -1.6% | 29,019 | -8.5% | 0.33% | -7.6% |
| Q2 2018 | $1,562,000 | -8.7% | 31,725 | -9.0% | 0.35% | -12.8% |
| Q1 2018 | $1,711,000 | -9.3% | 34,862 | -5.4% | 0.40% | -13.1% |
| Q4 2017 | $1,886,000 | +2.6% | 36,850 | -6.0% | 0.47% | -9.7% |
| Q3 2017 | $1,838,000 | -6.5% | 39,219 | -9.9% | 0.52% | -17.3% |
| Q2 2017 | $1,966,000 | -99.9% | 43,529 | -9.7% | 0.62% | -27.8% |
| Q1 2017 | $2,148,000,000 | +98795.0% | 48,199 | -3.3% | 0.86% | -17.5% |
| Q4 2016 | $2,172,000 | +50.6% | 49,853 | +46.2% | 1.05% | +44.0% |
| Q3 2016 | $1,442,000 | +4.0% | 34,088 | +1.7% | 0.73% | +0.8% |
| Q2 2016 | $1,386,000 | +17.6% | 33,510 | +13.9% | 0.72% | +6.5% |
| Q1 2016 | $1,179,000 | +20.3% | 29,409 | +15.7% | 0.68% | +48.8% |
| Q4 2015 | $980,000 | -2.4% | 25,423 | -9.0% | 0.46% | -28.1% |
| Q3 2015 | $1,004,000 | -5.5% | 27,932 | +0.7% | 0.63% | -0.6% |
| Q2 2015 | $1,062,000 | +7.7% | 27,739 | +10.9% | 0.64% | +6.7% |
| Q1 2015 | $986,000 | +25.9% | 25,006 | +27.3% | 0.60% | +17.1% |
| Q4 2014 | $783,000 | +179.6% | 19,638 | +170.3% | 0.51% | +161.5% |
| Q3 2014 | $280,000 | – | 7,266 | – | 0.20% | – |
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% |