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 2023 | $8,328,774 | +12.0% | 109,402 | +4.1% | 1.89% | +2.8% |
| Q3 2023 | $7,436,310 | +2.0% | 105,092 | +4.7% | 1.84% | +5.9% |
| Q2 2023 | $7,287,562 | +8.6% | 100,352 | +9.4% | 1.74% | +6.4% |
| Q1 2023 | $6,709,796 | +112291.9% | 91,714 | +16.0% | 1.63% | +9.4% |
| Q4 2022 | $5,970 | -99.9% | 79,036 | +5.3% | 1.49% | +20.5% |
| Q3 2022 | $4,984,000 | -3.6% | 75,026 | +4.0% | 1.24% | +3.1% |
| Q2 2022 | $5,169,000 | +8.7% | 72,160 | +19.7% | 1.20% | +37.1% |
| Q1 2022 | $4,754,000 | +9.5% | 60,260 | +12.2% | 0.88% | +14.2% |
| Q4 2021 | $4,341,000 | +10.9% | 53,710 | +1.9% | 0.77% | +4.1% |
| Q3 2021 | $3,915,000 | +0.4% | 52,730 | +2.2% | 0.74% | +0.7% |
| Q2 2021 | $3,901,000 | +5.0% | 51,590 | +1.3% | 0.73% | -1.1% |
| Q1 2021 | $3,715,000 | +62.3% | 50,940 | +42.8% | 0.74% | +55.0% |
| Q4 2020 | $2,289,000 | +27.3% | 35,680 | +9.8% | 0.48% | +11.2% |
| Q3 2020 | $1,798,000 | +194.3% | 32,510 | +175.5% | 0.43% | +172.2% |
| Q2 2020 | $611,000 | +17.0% | 11,800 | +1.6% | 0.16% | 0.0% |
| Q1 2020 | $522,000 | +5.2% | 11,610 | +35.6% | 0.16% | +33.9% |
| Q4 2019 | $496,000 | +18.7% | 8,560 | +12.2% | 0.12% | +10.3% |
| Q3 2019 | $418,000 | – | 7,630 | – | 0.11% | – |
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% |