SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,977,396 | -27.1% | 1,229,188 | -25.1% | 2.90% | -24.5% |
| Q2 2023 | $119,234,254 | +8.2% | 1,641,892 | +9.0% | 3.84% | +3.3% |
| Q1 2023 | $110,220,191 | +29.3% | 1,506,563 | +33.5% | 3.72% | +0.5% |
| Q4 2022 | $85,238,777 | +111.2% | 1,128,392 | +85.7% | 3.70% | +98.9% |
| Q3 2022 | $40,363,000 | +4.3% | 607,600 | +12.4% | 1.86% | +4.6% |
| Q2 2022 | $38,709,000 | +1603.7% | 540,405 | +1799.6% | 1.78% | +1874.4% |
| Q1 2022 | $2,272,000 | +22.0% | 28,449 | +23.5% | 0.09% | +30.4% |
| Q4 2021 | $1,862,000 | +9.9% | 23,035 | +0.9% | 0.07% | +1.5% |
| Q3 2021 | $1,695,000 | -10.1% | 22,830 | -8.4% | 0.07% | -15.0% |
| Q2 2021 | $1,885,000 | +52.8% | 24,924 | +47.3% | 0.08% | +37.9% |
| Q1 2021 | $1,234,000 | +1226.9% | 16,917 | +1069.1% | 0.06% | +1060.0% |
| Q4 2020 | $93,000 | +22.4% | 1,447 | +4.7% | 0.01% | 0.0% |
| Q3 2020 | $76,000 | +24.6% | 1,382 | +15.6% | 0.01% | +25.0% |
| Q2 2020 | $61,000 | +22.0% | 1,196 | +7.0% | 0.00% | 0.0% |
| Q1 2020 | $50,000 | -72.8% | 1,118 | -64.8% | 0.00% | -71.4% |
| Q4 2019 | $184,000 | +1.1% | 3,176 | -4.3% | 0.01% | -12.5% |
| Q3 2019 | $182,000 | -4.2% | 3,319 | -7.1% | 0.02% | -15.8% |
| Q2 2019 | $190,000 | +18.8% | 3,574 | +16.9% | 0.02% | +5.6% |
| Q1 2019 | $160,000 | -50.0% | 3,057 | -55.2% | 0.02% | -60.0% |
| Q4 2018 | $320,000 | -0.9% | 6,831 | +12.1% | 0.04% | +12.5% |
| Q3 2018 | $323,000 | – | 6,095 | +43435.7% | 0.04% | – |
| Q2 2018 | $0 | -100.0% | 14 | -6.7% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 15 | +7.1% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 14 | +7.7% | 0.00% | – |
| Q2 2017 | $1,000 | -50.0% | 13 | -65.8% | 0.00% | – |
| Q1 2017 | $2,000 | +100.0% | 38 | +192.3% | 0.00% | – |
| Q4 2016 | $1,000 | – | 13 | – | 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% |