SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $840,662 | -12.5% | 11,880 | -10.2% | 0.08% | -12.5% |
| Q2 2023 | $961,105 | -17.5% | 13,235 | -16.9% | 0.09% | -23.5% |
| Q1 2023 | $1,165,094 | -3.0% | 15,925 | +0.2% | 0.12% | -10.9% |
| Q4 2022 | $1,200,952 | +24.2% | 15,898 | +9.2% | 0.13% | +13.2% |
| Q3 2022 | $967,000 | +8.4% | 14,563 | +16.9% | 0.11% | +16.3% |
| Q2 2022 | $892,000 | -3.3% | 12,457 | +6.6% | 0.10% | +8.9% |
| Q1 2022 | $922,000 | -7.0% | 11,690 | -4.7% | 0.09% | +2.3% |
| Q4 2021 | $991,000 | +7.5% | 12,263 | +0.1% | 0.09% | -7.4% |
| Q3 2021 | $922,000 | +6.5% | 12,254 | +7.1% | 0.10% | +5.6% |
| Q2 2021 | $866,000 | -30.4% | 11,446 | -32.9% | 0.09% | -51.1% |
| Q1 2021 | $1,244,000 | +17.2% | 17,057 | +3.1% | 0.18% | +8.9% |
| Q4 2020 | $1,061,000 | +3.9% | 16,548 | -10.3% | 0.17% | -8.6% |
| Q3 2020 | $1,021,000 | -9.7% | 18,454 | -15.5% | 0.18% | -17.4% |
| Q2 2020 | $1,131,000 | +37.3% | 21,851 | +19.2% | 0.22% | +14.3% |
| Q1 2020 | $824,000 | -22.1% | 18,324 | +0.4% | 0.20% | -5.8% |
| Q4 2019 | $1,058,000 | +8.1% | 18,260 | +2.2% | 0.21% | +3.5% |
| Q3 2019 | $979,000 | +3.6% | 17,864 | +0.3% | 0.20% | +5.2% |
| Q2 2019 | $945,000 | +1.5% | 17,813 | 0.0% | 0.19% | -0.5% |
| Q1 2019 | $931,000 | +11.5% | 17,813 | +0.2% | 0.19% | +0.5% |
| Q4 2018 | $835,000 | -13.0% | 17,770 | -1.9% | 0.19% | -2.1% |
| Q3 2018 | $960,000 | +7.9% | 18,107 | +0.3% | 0.20% | +10.8% |
| Q2 2018 | $890,000 | -3.2% | 18,052 | -3.7% | 0.18% | -6.9% |
| Q1 2018 | $919,000 | +9.3% | 18,753 | +14.1% | 0.19% | +10.5% |
| Q4 2017 | $841,000 | -13.4% | 16,439 | -20.8% | 0.17% | -17.8% |
| Q3 2017 | $971,000 | +4.2% | 20,746 | +0.4% | 0.21% | -3.3% |
| Q2 2017 | $932,000 | +3.6% | 20,660 | +2.3% | 0.22% | -3.2% |
| Q1 2017 | $900,000 | +9.0% | 20,194 | +6.5% | 0.22% | -3.5% |
| Q4 2016 | $826,000 | +6.7% | 18,967 | +3.7% | 0.23% | +4.5% |
| Q3 2016 | $774,000 | +91.6% | 18,294 | +87.6% | 0.22% | +80.3% |
| Q2 2016 | $404,000 | – | 9,752 | – | 0.12% | – |
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% |