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 2023 | $527,798 | -4.3% | 7,459 | -1.8% | 0.07% | -9.9% |
| Q2 2023 | $551,647 | -2.3% | 7,596 | -1.6% | 0.08% | -3.6% |
| Q1 2023 | $564,893 | +0.6% | 7,721 | +3.8% | 0.08% | -3.4% |
| Q4 2022 | $561,766 | +20.6% | 7,437 | +6.0% | 0.09% | +22.5% |
| Q3 2022 | $466,000 | -8.4% | 7,016 | -1.4% | 0.07% | -4.1% |
| Q2 2022 | $509,000 | -11.6% | 7,116 | -2.7% | 0.07% | -8.6% |
| Q1 2022 | $576,000 | -10.3% | 7,314 | -8.0% | 0.08% | -11.0% |
| Q4 2021 | $642,000 | -8.8% | 7,951 | -16.3% | 0.09% | -10.8% |
| Q3 2021 | $704,000 | +21.6% | 9,494 | +23.9% | 0.10% | +18.6% |
| Q2 2021 | $579,000 | +3.6% | 7,661 | 0.0% | 0.09% | -4.4% |
| Q1 2021 | $559,000 | +9.0% | 7,661 | -4.3% | 0.09% | +4.7% |
| Q4 2020 | $513,000 | -0.8% | 8,008 | -14.4% | 0.09% | -2.3% |
| Q3 2020 | $517,000 | +2.8% | 9,356 | -3.8% | 0.09% | -4.3% |
| Q2 2020 | $503,000 | +15.1% | 9,729 | +0.0% | 0.09% | -1.1% |
| Q1 2020 | $437,000 | -22.4% | 9,728 | +0.0% | 0.09% | +8.1% |
| Q4 2019 | $563,000 | +5.8% | 9,726 | +0.0% | 0.09% | -6.5% |
| Q3 2019 | $532,000 | -6.0% | 9,725 | -8.1% | 0.09% | -4.2% |
| Q2 2019 | $566,000 | +39.4% | 10,585 | +36.3% | 0.10% | +24.7% |
| Q1 2019 | $406,000 | +11.5% | 7,765 | +0.0% | 0.08% | +20.3% |
| Q4 2018 | $364,000 | -99.9% | 7,764 | +0.0% | 0.06% | +10.3% |
| Q3 2018 | $411,391,000 | +114493.6% | 7,762 | +6.4% | 0.06% | +3.6% |
| Q2 2018 | $359,000 | -13.3% | 7,292 | -13.7% | 0.06% | -21.1% |
| Q1 2018 | $414,000 | -4.2% | 8,451 | +0.0% | 0.07% | -5.3% |
| Q4 2017 | $432,000 | +9.4% | 8,450 | +0.0% | 0.08% | -15.7% |
| Q3 2017 | $395,000 | +3.7% | 8,449 | +0.0% | 0.09% | +1.1% |
| Q2 2017 | $381,000 | +1.1% | 8,448 | -0.4% | 0.09% | +2.3% |
| Q1 2017 | $377,000 | +1.9% | 8,485 | -1.2% | 0.09% | -4.4% |
| Q4 2016 | $370,000 | +0.3% | 8,584 | -3.7% | 0.09% | -23.7% |
| Q3 2016 | $369,000 | -0.5% | 8,913 | -0.5% | 0.12% | -4.8% |
| Q2 2016 | $371,000 | +6.3% | 8,955 | +2.8% | 0.12% | -8.8% |
| Q1 2016 | $349,000 | +11.1% | 8,709 | +7.1% | 0.14% | -1.4% |
| Q4 2015 | $314,000 | – | 8,133 | – | 0.14% | – |
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% |