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 | $5,017,771 | +4.2% | 70,913 | +6.9% | 2.98% | +2.0% |
| Q2 2023 | $4,816,127 | +3.6% | 66,320 | +4.4% | 2.92% | +9.9% |
| Q1 2023 | $4,648,558 | +3.0% | 63,540 | +6.4% | 2.66% | -3.2% |
| Q4 2022 | $4,512,079 | +22.3% | 59,731 | +7.5% | 2.74% | +9.1% |
| Q3 2022 | $3,690,000 | -1.4% | 55,540 | +6.3% | 2.51% | +3.6% |
| Q2 2022 | $3,742,000 | +1.1% | 52,244 | +11.4% | 2.43% | +15.9% |
| Q1 2022 | $3,701,000 | +11.0% | 46,915 | +13.8% | 2.09% | +11.4% |
| Q4 2021 | $3,334,000 | +33.1% | 41,243 | +22.3% | 1.88% | +19.7% |
| Q3 2021 | $2,504,000 | -1.0% | 33,726 | +0.8% | 1.57% | +2.8% |
| Q2 2021 | $2,529,000 | +8.0% | 33,449 | +4.1% | 1.53% | +0.5% |
| Q1 2021 | $2,342,000 | +23.5% | 32,121 | +8.6% | 1.52% | +13.5% |
| Q4 2020 | $1,897,000 | +22.2% | 29,580 | +5.3% | 1.34% | +0.6% |
| Q3 2020 | $1,553,000 | +21.1% | 28,087 | +13.4% | 1.33% | +19.9% |
| Q2 2020 | $1,282,000 | +14.1% | 24,771 | -0.9% | 1.11% | -3.1% |
| Q1 2020 | $1,124,000 | -23.4% | 24,999 | -1.4% | 1.15% | +0.6% |
| Q4 2019 | $1,468,000 | +9.8% | 25,346 | +3.9% | 1.14% | +4.1% |
| Q3 2019 | $1,337,000 | +6.1% | 24,401 | +2.8% | 1.10% | +2.9% |
| Q2 2019 | $1,260,000 | +4.7% | 23,738 | +3.2% | 1.06% | +2.1% |
| Q1 2019 | $1,203,000 | +34.7% | 23,008 | +21.1% | 1.04% | +14.9% |
| Q4 2018 | $893,000 | -4.9% | 19,005 | +7.2% | 0.91% | +8.8% |
| Q3 2018 | $939,000 | +12.5% | 17,724 | +4.7% | 0.83% | +11.2% |
| Q2 2018 | $835,000 | +23.2% | 16,931 | +22.4% | 0.75% | +21.6% |
| Q1 2018 | $678,000 | +8.3% | 13,831 | +13.0% | 0.62% | +9.0% |
| Q4 2017 | $626,000 | +8.5% | 12,236 | -0.8% | 0.57% | +3.1% |
| Q3 2017 | $577,000 | +11.4% | 12,333 | +7.4% | 0.55% | +6.6% |
| Q2 2017 | $518,000 | +37.0% | 11,481 | +35.4% | 0.52% | +36.6% |
| Q1 2017 | $378,000 | +7.1% | 8,478 | +4.6% | 0.38% | +3.6% |
| Q4 2016 | $353,000 | – | 8,106 | – | 0.36% | – |
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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% |