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 | $17,310,624 | -0.7% | 244,639 | +1.9% | 0.27% | +1.5% |
| Q2 2023 | $17,436,418 | -30.1% | 240,105 | -29.6% | 0.26% | -34.3% |
| Q1 2023 | $24,935,871 | +13.0% | 340,840 | +16.7% | 0.40% | +6.4% |
| Q4 2022 | $22,058,460 | +28.7% | 292,010 | +13.2% | 0.38% | +17.2% |
| Q3 2022 | $17,143,000 | +4.9% | 258,057 | +13.1% | 0.32% | +7.0% |
| Q2 2022 | $16,340,000 | -7.4% | 228,119 | +2.0% | 0.30% | +9.5% |
| Q1 2022 | $17,641,000 | +11.3% | 223,618 | +14.1% | 0.27% | +13.3% |
| Q4 2021 | $15,844,000 | +16.6% | 196,020 | +7.1% | 0.24% | +3.0% |
| Q3 2021 | $13,589,000 | +42.2% | 183,037 | +44.8% | 0.23% | +44.4% |
| Q2 2021 | $9,558,000 | -99.9% | 126,399 | +6.7% | 0.16% | +113.2% |
| Q1 2021 | $8,639,416,000 | +739576.0% | 118,478 | +550.8% | 0.08% | +204.0% |
| Q4 2020 | $1,168,000 | +35.8% | 18,205 | +17.1% | 0.02% | +13.6% |
| Q3 2020 | $860,000 | +81.8% | 15,548 | +69.9% | 0.02% | +69.2% |
| Q2 2020 | $473,000 | +498.7% | 9,149 | +415.1% | 0.01% | +333.3% |
| Q1 2020 | $79,000 | -54.3% | 1,776 | -40.6% | 0.00% | -40.0% |
| Q4 2019 | $173,000 | +6.1% | 2,988 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $163,000 | +3.2% | 2,988 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $158,000 | +88.1% | 2,988 | +89.5% | 0.01% | +50.0% |
| Q3 2018 | $84,000 | +29.2% | 1,577 | +20.1% | 0.00% | 0.0% |
| Q2 2018 | $65,000 | – | 1,313 | – | 0.00% | – |
Download | ||||||
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% |