SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,185,984 | +95.4% | 129,818 | +100.5% | 0.61% | +82.0% |
| Q2 2023 | $4,701,729 | +6.7% | 64,744 | +7.5% | 0.33% | -1.8% |
| Q1 2023 | $4,405,563 | +174.8% | 60,218 | +183.8% | 0.34% | +153.0% |
| Q4 2022 | $1,603,029 | -2.0% | 21,220 | -13.8% | 0.13% | -22.1% |
| Q3 2022 | $1,635,000 | +1.4% | 24,610 | +9.3% | 0.17% | +17.8% |
| Q2 2022 | $1,613,000 | -37.6% | 22,518 | -31.3% | 0.15% | -30.5% |
| Q1 2022 | $2,586,000 | -7.8% | 32,778 | -5.6% | 0.21% | +4.0% |
| Q4 2021 | $2,806,000 | +17.5% | 34,711 | +7.9% | 0.20% | -1.0% |
| Q3 2021 | $2,388,000 | +292.1% | 32,169 | +299.7% | 0.20% | +277.8% |
| Q2 2021 | $609,000 | +136.0% | 8,048 | +127.3% | 0.05% | +100.0% |
| Q1 2021 | $258,000 | +203.5% | 3,541 | +87.8% | 0.03% | -55.0% |
| Q1 2020 | $85,000 | -72.8% | 1,886 | -65.0% | 0.06% | -66.1% |
| Q4 2019 | $312,000 | – | 5,383 | – | 0.18% | – |
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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% |