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 | $12,328,152 | +10.6% | 174,225 | +13.5% | 0.62% | +7.6% |
| Q2 2023 | $11,146,055 | +17.3% | 153,485 | +18.1% | 0.58% | +7.0% |
| Q1 2023 | $9,504,382 | +17.5% | 129,912 | +21.3% | 0.54% | +6.9% |
| Q4 2022 | $8,087,673 | +33.5% | 107,065 | +17.4% | 0.51% | +10.4% |
| Q3 2022 | $6,059,000 | +229.8% | 91,216 | +255.7% | 0.46% | +184.0% |
| Q2 2022 | $1,837,000 | +29.2% | 25,647 | +42.3% | 0.16% | +50.0% |
| Q1 2022 | $1,422,000 | +49.7% | 18,025 | +53.3% | 0.11% | +54.3% |
| Q4 2021 | $950,000 | +11.6% | 11,758 | +2.6% | 0.07% | +1.4% |
| Q3 2021 | $851,000 | -7.3% | 11,458 | -5.6% | 0.07% | +19.0% |
| Q2 2021 | $918,000 | +14.3% | 12,137 | +10.2% | 0.06% | 0.0% |
| Q1 2021 | $803,000 | +130.1% | 11,015 | +102.3% | 0.06% | +100.0% |
| Q4 2020 | $349,000 | +436.9% | 5,445 | +301.0% | 0.03% | +70.6% |
| Q1 2018 | $65,000 | -8.5% | 1,358 | 0.0% | 0.02% | -10.5% |
| Q4 2017 | $71,000 | +7000.0% | 1,358 | +5332.0% | 0.02% | – |
| Q3 2017 | $1,000 | -97.9% | 25 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $47,000 | – | 25 | – | 0.02% | – |
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% |