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 | $215,189 | -1.7% | 3,041 | +0.9% | 0.07% | +1.4% |
| Q2 2023 | $218,825 | +0.2% | 3,013 | +0.9% | 0.07% | -4.0% |
| Q1 2023 | $218,422 | +12.0% | 2,986 | +1.8% | 0.08% | -1.3% |
| Q3 2022 | $195,000 | -6.2% | 2,934 | +0.9% | 0.08% | -11.6% |
| Q2 2022 | $208,000 | -8.4% | 2,907 | +1.0% | 0.09% | +6.2% |
| Q1 2022 | $227,000 | -1.7% | 2,879 | +0.6% | 0.08% | -12.9% |
| Q4 2021 | $231,000 | +9.5% | 2,861 | +0.8% | 0.09% | +1.1% |
| Q3 2021 | $211,000 | -0.9% | 2,838 | +0.8% | 0.09% | -1.1% |
| Q2 2021 | $213,000 | +4.4% | 2,816 | +0.7% | 0.09% | -5.1% |
| Q1 2021 | $204,000 | +14.6% | 2,796 | +0.7% | 0.10% | +48.5% |
| Q4 2020 | $178,000 | – | 2,777 | – | 0.07% | – |
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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% |