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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,905 | -99.9% | 38,456 | +14.2% | 0.29% | +19.7% |
| Q3 2022 | $2,238,000 | -2.8% | 33,683 | +4.8% | 0.24% | +1.7% |
| Q2 2022 | $2,302,000 | -7.4% | 32,144 | +2.0% | 0.24% | +14.1% |
| Q1 2022 | $2,487,000 | -3.7% | 31,528 | -1.3% | 0.21% | +3.0% |
| Q4 2021 | $2,582,000 | +21.0% | 31,935 | +11.1% | 0.20% | -49.0% |
| Q3 2021 | $2,134,000 | -8.6% | 28,744 | -6.9% | 0.39% | +29.4% |
| Q2 2021 | $2,336,000 | +27.2% | 30,886 | +22.7% | 0.30% | +9.0% |
| Q1 2021 | $1,836,000 | +25.2% | 25,181 | +10.1% | 0.28% | +28.7% |
| Q4 2020 | $1,467,000 | +46.4% | 22,875 | +26.3% | 0.22% | +30.1% |
| Q3 2020 | $1,002,000 | +29.3% | 18,117 | +20.9% | 0.17% | +16.9% |
| Q2 2020 | $775,000 | +15.2% | 14,982 | +0.2% | 0.14% | -8.4% |
| Q1 2020 | $673,000 | -35.4% | 14,945 | -17.0% | 0.16% | -11.4% |
| Q4 2019 | $1,042,000 | -10.7% | 17,998 | -15.5% | 0.18% | -12.5% |
| Q3 2019 | $1,167,000 | +36.5% | 21,300 | +32.2% | 0.20% | +7.0% |
| Q2 2019 | $855,000 | -5.2% | 16,113 | -6.6% | 0.19% | -15.8% |
| Q1 2019 | $902,000 | +49.1% | 17,247 | +33.7% | 0.22% | +24.7% |
| Q4 2018 | $605,000 | +10.8% | 12,896 | +25.0% | 0.18% | +32.8% |
| Q3 2018 | $546,000 | -3.9% | 10,313 | -10.5% | 0.13% | -11.3% |
| Q2 2018 | $568,000 | -4.4% | 11,526 | -4.9% | 0.15% | -17.9% |
| Q1 2018 | $594,000 | – | 12,126 | – | 0.18% | – |
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% |