SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,905,206 | +1.4% | 41,057 | +4.0% | 0.38% | +4.1% |
| Q2 2023 | $2,866,302 | +3.8% | 39,470 | +4.6% | 0.36% | -3.2% |
| Q1 2023 | $2,760,152 | -9.5% | 37,728 | -6.6% | 0.37% | -14.6% |
| Q4 2022 | $3,050,494 | +4.0% | 40,383 | -8.5% | 0.44% | -1.6% |
| Q3 2022 | $2,932,000 | -8.0% | 44,131 | -0.8% | 0.44% | +11.0% |
| Q2 2022 | $3,187,000 | -9.9% | 44,489 | -0.8% | 0.40% | -1.2% |
| Q1 2022 | $3,538,000 | +16.3% | 44,848 | +19.2% | 0.41% | +21.6% |
| Q4 2021 | $3,041,000 | +4.3% | 37,627 | -4.2% | 0.33% | -5.1% |
| Q3 2021 | $2,915,000 | -8.8% | 39,259 | -7.1% | 0.35% | -8.6% |
| Q2 2021 | $3,196,000 | +0.7% | 42,265 | -2.9% | 0.38% | -8.3% |
| Q1 2021 | $3,174,000 | +12.9% | 43,521 | -0.7% | 0.42% | +6.3% |
| Q4 2020 | $2,812,000 | +17.8% | 43,846 | +1.6% | 0.40% | +3.1% |
| Q3 2020 | $2,387,000 | +0.5% | 43,167 | -5.9% | 0.38% | -6.6% |
| Q2 2020 | $2,374,000 | +12.6% | 45,884 | -2.1% | 0.41% | -9.5% |
| Q1 2020 | $2,109,000 | -21.6% | 46,884 | +0.9% | 0.45% | +0.4% |
| Q4 2019 | $2,690,000 | +19.6% | 46,445 | +13.1% | 0.45% | +7.1% |
| Q3 2019 | $2,249,000 | +44.6% | 41,057 | +40.1% | 0.42% | +32.8% |
| Q2 2019 | $1,555,000 | +13.7% | 29,296 | +11.9% | 0.32% | +34.9% |
| Q1 2019 | $1,368,000 | +24.7% | 26,173 | +12.1% | 0.24% | +4.0% |
| Q4 2018 | $1,097,000 | -10.1% | 23,355 | +1.4% | 0.23% | +9.7% |
| Q3 2018 | $1,220,000 | -2.9% | 23,026 | -9.7% | 0.21% | -8.8% |
| Q2 2018 | $1,257,000 | +0.2% | 25,498 | -0.3% | 0.23% | -1.7% |
| Q1 2018 | $1,254,000 | +26.2% | 25,571 | +31.7% | 0.23% | +26.4% |
| Q4 2017 | $994,000 | – | 19,417 | – | 0.18% | – |
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% |