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 2021 | $451,000 | +30.0% | 5,953 | +25.2% | 0.12% | +17.8% |
| Q1 2021 | $347,000 | +13.8% | 4,753 | +0.0% | 0.10% | +7.4% |
| Q4 2020 | $305,000 | -4.4% | 4,752 | -17.6% | 0.09% | -17.5% |
| Q3 2020 | $319,000 | -13.3% | 5,764 | -18.8% | 0.11% | -18.6% |
| Q2 2020 | $368,000 | +11.9% | 7,100 | -3.3% | 0.14% | +1.4% |
| Q1 2020 | $329,000 | -21.9% | 7,342 | +1.0% | 0.14% | -25.0% |
| Q4 2019 | $421,000 | +6.6% | 7,272 | +0.7% | 0.18% | -4.2% |
| Q3 2019 | $395,000 | +4.5% | 7,220 | +1.5% | 0.19% | -4.5% |
| Q2 2019 | $378,000 | +1.6% | 7,111 | 0.0% | 0.20% | -6.1% |
| Q1 2019 | $372,000 | +3.6% | 7,111 | -6.9% | 0.21% | -4.5% |
| Q4 2018 | $359,000 | -10.7% | 7,634 | +0.8% | 0.22% | -15.2% |
| Q3 2018 | $402,000 | +7.8% | 7,577 | -0.1% | 0.26% | -4.7% |
| Q2 2018 | $373,000 | -13.5% | 7,583 | -14.0% | 0.28% | 0.0% |
| Q1 2018 | $431,000 | -4.6% | 8,818 | +2.7% | 0.28% | +5.7% |
| Q4 2017 | $452,000 | – | 8,583 | – | 0.26% | – |
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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% |