SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,503 | -2.1% | 4,162 | +0.5% | 0.01% | +14.3% |
| Q2 2023 | $300,720 | +65.0% | 4,141 | +66.2% | 0.01% | +40.0% |
| Q1 2023 | $182,308 | +78.2% | 2,492 | +84.0% | 0.01% | +66.7% |
| Q4 2022 | $102,281 | +20.3% | 1,354 | +6.0% | 0.00% | +50.0% |
| Q3 2022 | $85,000 | -19.8% | 1,277 | -13.8% | 0.00% | -33.3% |
| Q2 2022 | $106,000 | +1.0% | 1,481 | +11.4% | 0.00% | 0.0% |
| Q1 2022 | $105,000 | +7.1% | 1,330 | +9.0% | 0.00% | 0.0% |
| Q4 2021 | $98,000 | +22.5% | 1,220 | +13.0% | 0.00% | +50.0% |
| Q3 2021 | $80,000 | +196.3% | 1,080 | +200.0% | 0.00% | +100.0% |
| Q2 2021 | $27,000 | +12.5% | 360 | +7.5% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | +9.1% | 335 | -2.6% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | +22.2% | 344 | +0.3% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | +5.9% | 343 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | +13.3% | 343 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -21.1% | 343 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $19,000 | -48.6% | 343 | -49.4% | 0.00% | -50.0% |
| Q3 2019 | $37,000 | – | 678 | – | 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% |