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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,984,358 | -0.3% | 27,325 | +0.4% | 0.20% | -2.9% |
| Q1 2023 | $1,990,296 | -2.6% | 27,205 | +0.5% | 0.20% | -7.7% |
| Q4 2022 | $2,043,856 | +3.9% | 27,057 | -8.6% | 0.22% | -5.5% |
| Q3 2022 | $1,967,000 | -17.7% | 29,611 | -11.3% | 0.24% | -14.2% |
| Q2 2022 | $2,391,000 | -11.5% | 33,375 | -2.5% | 0.27% | -5.2% |
| Q1 2022 | $2,701,000 | -4.5% | 34,234 | -2.2% | 0.29% | -2.0% |
| Q4 2021 | $2,829,000 | +6.2% | 34,994 | -2.5% | 0.30% | -2.3% |
| Q3 2021 | $2,663,000 | +0.8% | 35,875 | +2.7% | 0.30% | -3.5% |
| Q2 2021 | $2,641,000 | -10.9% | 34,922 | -14.1% | 0.31% | -17.8% |
| Q1 2021 | $2,963,000 | +12.4% | 40,632 | -1.1% | 0.38% | +2.7% |
| Q4 2020 | $2,635,000 | +6.4% | 41,089 | -8.3% | 0.37% | -5.4% |
| Q3 2020 | $2,477,000 | -18.9% | 44,796 | -24.2% | 0.39% | -25.0% |
| Q2 2020 | $3,056,000 | -6.4% | 59,060 | -18.7% | 0.52% | -21.8% |
| Q1 2020 | $3,266,000 | -1.2% | 72,611 | +27.3% | 0.67% | +13.6% |
| Q4 2019 | $3,305,000 | +20556.2% | 57,053 | +19989.1% | 0.59% | +19533.3% |
| Q3 2019 | $16,000 | +6.7% | 284 | +0.4% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | 0.0% | 283 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | +15.4% | 283 | +0.7% | 0.00% | 0.0% |
| Q4 2018 | $13,000 | -13.3% | 281 | +1.1% | 0.00% | 0.0% |
| Q3 2018 | $15,000 | +7.1% | 278 | +0.7% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | – | 276 | – | 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% |