SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,251 | -38.8% | 4,469 | -37.2% | 0.07% | -41.5% |
| Q2 2023 | $516,765 | -43.0% | 7,116 | -42.5% | 0.12% | -42.8% |
| Q1 2023 | $906,167 | -5.7% | 12,386 | -2.7% | 0.22% | -5.3% |
| Q4 2022 | $961,450 | +19.6% | 12,728 | +5.2% | 0.23% | +17.0% |
| Q3 2022 | $804,000 | -4.6% | 12,101 | +2.9% | 0.19% | -2.5% |
| Q2 2022 | $843,000 | -18.8% | 11,762 | -10.6% | 0.20% | -5.2% |
| Q1 2022 | $1,038,000 | -7.2% | 13,156 | -4.9% | 0.21% | -10.6% |
| Q4 2021 | $1,118,000 | -3.4% | 13,834 | -11.2% | 0.24% | -10.3% |
| Q3 2021 | $1,157,000 | -3.7% | 15,581 | -2.0% | 0.26% | -3.7% |
| Q2 2021 | $1,202,000 | +21.3% | 15,898 | +17.0% | 0.27% | +7.1% |
| Q1 2021 | $991,000 | +34.6% | 13,589 | +18.4% | 0.25% | +25.7% |
| Q4 2020 | $736,000 | +22.7% | 11,474 | +5.8% | 0.20% | +8.0% |
| Q3 2020 | $600,000 | -37.4% | 10,848 | -41.4% | 0.19% | -47.8% |
| Q2 2020 | $958,000 | -8.4% | 18,512 | -12.5% | 0.36% | -18.1% |
| Q1 2020 | $1,046,000 | -15.4% | 21,147 | -1.0% | 0.44% | -12.4% |
| Q4 2019 | $1,237,000 | -1.8% | 21,353 | -7.2% | 0.50% | -11.4% |
| Q3 2019 | $1,260,000 | – | 22,999 | – | 0.56% | – |
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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% |