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 | $4,860,517 | +4.5% | 63,845 | -2.9% | 0.50% | -7.6% |
| Q3 2023 | $4,652,177 | -1.2% | 65,746 | +1.4% | 0.54% | -18.8% |
| Q2 2023 | $4,710,290 | -4.7% | 64,862 | -4.0% | 0.67% | +18.5% |
| Q1 2023 | $4,941,483 | -24.9% | 67,544 | -20.9% | 0.56% | +22.2% |
| Q4 2022 | $6,583,893 | +9.4% | 85,350 | +7.3% | 0.46% | +10.0% |
| Q1 2022 | $6,019,000 | +5.8% | 79,577 | +9.9% | 0.42% | +11.5% |
| Q4 2021 | $5,691,000 | +4.7% | 72,383 | +4.5% | 0.38% | +3.9% |
| Q3 2021 | $5,434,000 | +0.7% | 69,283 | -0.4% | 0.36% | -5.0% |
| Q2 2021 | $5,397,000 | +2.7% | 69,555 | +0.3% | 0.38% | -6.9% |
| Q1 2021 | $5,254,000 | +77.3% | 69,362 | +53.8% | 0.41% | +61.9% |
| Q4 2020 | $2,964,000 | -10.7% | 45,103 | -18.0% | 0.25% | -22.2% |
| Q3 2020 | $3,321,000 | -52.9% | 55,026 | -55.4% | 0.32% | -55.6% |
| Q2 2020 | $7,051,000 | +13.3% | 123,256 | -2.1% | 0.73% | -9.7% |
| Q1 2020 | $6,226,000 | -21.7% | 125,886 | -6.4% | 0.81% | -14.0% |
| Q4 2019 | $7,952,000 | +1.8% | 134,505 | -2.6% | 0.94% | -12.1% |
| Q3 2019 | $7,815,000 | +15.3% | 138,102 | +6.9% | 1.07% | +4.6% |
| Q2 2019 | $6,780,000 | +4.8% | 129,247 | +4.2% | 1.02% | +1.1% |
| Q1 2019 | $6,472,000 | +2.3% | 124,040 | +1.4% | 1.01% | -0.7% |
| Q4 2018 | $6,325,000 | +44.5% | 122,297 | +38.6% | 1.02% | +27.3% |
| Q3 2018 | $4,376,000 | -0.4% | 88,258 | -1.0% | 0.80% | -11.2% |
| Q2 2018 | $4,392,000 | +11.6% | 89,110 | +11.0% | 0.90% | +4.3% |
| Q1 2018 | $3,935,000 | -96.9% | 80,256 | +2575.2% | 0.86% | +2004.9% |
| Q3 2016 | $125,490,000 | +0.8% | 3,000 | -50.0% | 0.04% | +156.2% |
| Q2 2016 | $124,444,000 | +12444300.0% | 6,000 | +24900.0% | 0.02% | – |
| Q2 2015 | $1,000 | – | 24 | – | 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% |