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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $865,557 | +22.3% | 11,919 | +23.2% | 0.00% | 0.0% |
| Q1 2023 | $707,969 | -5.1% | 9,677 | -2.0% | 0.00% | 0.0% |
| Q4 2022 | $746,184 | +9.3% | 9,878 | -3.8% | 0.00% | 0.0% |
| Q3 2022 | $683,000 | -11.2% | 10,273 | -4.3% | 0.00% | 0.0% |
| Q2 2022 | $769,000 | -29.3% | 10,734 | -22.1% | 0.00% | -25.0% |
| Q1 2022 | $1,087,000 | -3.5% | 13,784 | -1.1% | 0.00% | 0.0% |
| Q4 2021 | $1,126,000 | +21.5% | 13,935 | +11.6% | 0.00% | +33.3% |
| Q3 2021 | $927,000 | +7.7% | 12,482 | +9.6% | 0.00% | 0.0% |
| Q2 2021 | $861,000 | +3.1% | 11,385 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $835,000 | +10.6% | 11,447 | -2.7% | 0.00% | 0.0% |
| Q4 2020 | $755,000 | – | 11,770 | – | 0.00% | – |
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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% |