SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,631,675 | +9.2% | 37,191 | +12.1% | 0.30% | +11.1% |
| Q2 2023 | $2,410,033 | +54.6% | 33,187 | +55.8% | 0.27% | +36.2% |
| Q1 2023 | $1,558,411 | +20.0% | 21,301 | +23.9% | 0.20% | +11.2% |
| Q4 2022 | $1,298,753 | +50.8% | 17,192 | +32.6% | 0.18% | +40.9% |
| Q3 2022 | $861,000 | +15.9% | 12,963 | +25.0% | 0.13% | +22.1% |
| Q2 2022 | $743,000 | +22.8% | 10,367 | +35.2% | 0.10% | +36.8% |
| Q1 2022 | $605,000 | +25.0% | 7,669 | +28.0% | 0.08% | +28.8% |
| Q4 2021 | $484,000 | +7.3% | 5,992 | -1.4% | 0.06% | -3.3% |
| Q3 2021 | $451,000 | -0.9% | 6,075 | +1.1% | 0.06% | -29.1% |
| Q2 2021 | $455,000 | +0.2% | 6,011 | -3.4% | 0.09% | -6.5% |
| Q1 2021 | $454,000 | +36.3% | 6,224 | +20.0% | 0.09% | +17.9% |
| Q4 2020 | $333,000 | +15.2% | 5,188 | -0.7% | 0.08% | -1.3% |
| Q3 2020 | $289,000 | +6.6% | 5,225 | +0.1% | 0.08% | -2.5% |
| Q2 2020 | $271,000 | -42.9% | 5,222 | -36.1% | 0.08% | -40.0% |
| Q4 2019 | $475,000 | +8.2% | 8,171 | +2.5% | 0.14% | -0.7% |
| Q3 2019 | $439,000 | +1.4% | 7,972 | -2.1% | 0.14% | +9.7% |
| Q2 2019 | $433,000 | +1.9% | 8,142 | 0.0% | 0.12% | -2.4% |
| Q1 2019 | $425,000 | -0.7% | 8,142 | -10.6% | 0.13% | -8.0% |
| Q4 2018 | $428,000 | +23.7% | 9,103 | +40.1% | 0.14% | +38.0% |
| Q3 2018 | $346,000 | +16.1% | 6,497 | +7.3% | 0.10% | +5.3% |
| Q2 2018 | $298,000 | – | 6,053 | – | 0.10% | – |
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% |