SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,979,597 | -6.2% | 635,664 | -3.7% | 7.75% | -6.3% |
| Q2 2023 | $47,933,839 | +1.7% | 660,064 | +2.6% | 8.26% | -6.6% |
| Q1 2023 | $47,131,730 | +2.2% | 643,498 | +5.4% | 8.85% | -3.7% |
| Q4 2022 | $46,129,100 | +21.6% | 610,658 | +6.9% | 9.19% | +9.3% |
| Q3 2022 | $37,932,000 | -8.7% | 571,012 | -1.6% | 8.41% | -8.4% |
| Q2 2022 | $41,546,000 | +41.1% | 580,005 | +55.4% | 9.18% | +58.9% |
| Q1 2022 | $29,453,000 | +17.0% | 373,342 | +19.6% | 5.78% | +14.5% |
| Q4 2021 | $25,173,000 | +13.7% | 312,202 | +4.7% | 5.04% | +4.0% |
| Q3 2021 | $22,145,000 | +3.1% | 298,290 | +5.0% | 4.85% | -1.6% |
| Q2 2021 | $21,473,000 | +27.8% | 283,958 | +23.3% | 4.93% | +9.2% |
| Q1 2021 | $16,798,000 | +47.8% | 230,356 | +35.0% | 4.51% | +27.5% |
| Q4 2020 | $11,367,000 | +26.4% | 170,665 | +4.9% | 3.54% | +8.7% |
| Q3 2020 | $8,994,000 | +11.0% | 162,639 | +3.9% | 3.26% | +8.3% |
| Q2 2020 | $8,101,000 | +57.0% | 156,521 | +36.5% | 3.01% | +32.5% |
| Q1 2020 | $5,160,000 | -35.1% | 114,708 | -16.5% | 2.27% | -22.6% |
| Q4 2019 | $7,956,000 | +7.5% | 137,357 | +1.7% | 2.93% | +0.9% |
| Q3 2019 | $7,400,000 | +9.1% | 135,092 | +5.7% | 2.91% | +2.5% |
| Q2 2019 | $6,781,000 | +20.3% | 127,781 | +18.5% | 2.84% | +6.4% |
| Q1 2019 | $5,639,000 | +15.2% | 107,868 | +3.5% | 2.66% | +0.5% |
| Q4 2018 | $4,894,000 | -5.7% | 104,201 | +6.4% | 2.65% | +3.4% |
| Q3 2018 | $5,192,000 | +12.4% | 97,962 | +4.5% | 2.56% | -1.7% |
| Q2 2018 | $4,620,000 | +17.4% | 93,728 | +16.8% | 2.61% | +11.1% |
| Q1 2018 | $3,934,000 | +22.6% | 80,241 | +27.9% | 2.35% | +13.9% |
| Q4 2017 | $3,209,000 | +299.6% | 62,721 | +265.6% | 2.06% | +265.2% |
| Q3 2017 | $803,000 | – | 17,154 | – | 0.56% | – |
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% |