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 | $2,615 | -4.5% | 36,954 | -2.0% | 0.42% | -1.2% |
| Q2 2023 | $2,737 | +3.1% | 37,690 | +3.9% | 0.42% | -6.7% |
| Q1 2023 | $2,654 | -99.9% | 36,276 | +4.3% | 0.45% | -4.9% |
| Q4 2022 | $2,626,072 | +30.8% | 34,764 | +15.1% | 0.47% | +25.1% |
| Q3 2022 | $2,007,000 | -4.7% | 30,216 | +2.8% | 0.38% | +8.0% |
| Q2 2022 | $2,106,000 | +7.1% | 29,402 | +17.9% | 0.35% | +27.6% |
| Q1 2022 | $1,967,000 | -1.6% | 24,928 | +0.8% | 0.28% | +2.2% |
| Q4 2021 | $1,999,000 | +6.6% | 24,734 | -2.1% | 0.27% | -3.9% |
| Q3 2021 | $1,876,000 | -1.5% | 25,276 | +0.3% | 0.28% | -2.1% |
| Q2 2021 | $1,905,000 | +9.8% | 25,195 | +5.9% | 0.29% | -0.3% |
| Q1 2021 | $1,735,000 | +14.1% | 23,790 | +0.4% | 0.29% | +5.5% |
| Q4 2020 | $1,520,000 | +23.3% | 23,692 | +6.2% | 0.27% | +3.8% |
| Q3 2020 | $1,233,000 | +0.7% | 22,300 | -5.8% | 0.26% | -6.1% |
| Q2 2020 | $1,225,000 | +11.7% | 23,666 | -2.9% | 0.28% | -4.5% |
| Q1 2020 | $1,097,000 | – | 24,384 | – | 0.29% | – |
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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% |