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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $8,135,000 | -0.2% | 109,579 | +1.7% | 0.91% | +0.4% |
| Q2 2021 | $8,151,000 | +8.9% | 107,784 | +5.0% | 0.91% | +0.9% |
| Q1 2021 | $7,485,000 | +79.7% | 102,645 | +58.0% | 0.90% | +74.9% |
| Q4 2020 | $4,166,000 | +21.3% | 64,945 | +4.6% | 0.51% | +12.7% |
| Q3 2020 | $3,435,000 | -3.7% | 62,114 | -9.9% | 0.46% | -10.6% |
| Q2 2020 | $3,568,000 | +1.4% | 68,941 | -11.9% | 0.51% | -12.8% |
| Q1 2020 | $3,520,000 | -43.1% | 78,266 | -26.7% | 0.58% | -29.3% |
| Q4 2019 | $6,181,000 | +5.4% | 106,718 | -0.3% | 0.83% | -1.5% |
| Q3 2019 | $5,864,000 | +2.9% | 107,044 | -0.3% | 0.84% | -2.9% |
| Q2 2019 | $5,697,000 | +6.4% | 107,351 | +4.8% | 0.86% | -0.1% |
| Q1 2019 | $5,356,000 | -20.5% | 102,452 | -28.6% | 0.87% | -26.9% |
| Q4 2018 | $6,736,000 | -9.7% | 143,401 | +1.8% | 1.18% | +1.3% |
| Q3 2018 | $7,463,000 | +11.6% | 140,811 | +3.8% | 1.17% | +6.8% |
| Q2 2018 | $6,689,000 | -2.3% | 135,713 | -2.8% | 1.10% | -3.5% |
| Q1 2018 | $6,844,000 | -2.6% | 139,594 | +1.6% | 1.14% | -14.6% |
| Q4 2017 | $7,028,000 | +10.1% | 137,359 | +0.7% | 1.33% | +4.3% |
| Q3 2017 | $6,383,000 | +2.8% | 136,390 | -0.9% | 1.27% | +5.4% |
| Q2 2017 | $6,209,000 | +3.4% | 137,667 | +2.2% | 1.21% | -3.7% |
| Q1 2017 | $6,005,000 | -10.6% | 134,703 | -12.6% | 1.26% | -16.2% |
| Q4 2016 | $6,716,000 | +21.8% | 154,148 | +12.0% | 1.50% | +8.9% |
| Q1 2016 | $5,515,000 | – | 137,572 | – | 1.38% | – |
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% |