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 | $734,985 | +96736.0% | 10,387 | -0.7% | 0.34% | +0.3% |
| Q2 2023 | $759 | -0.8% | 10,456 | +0.0% | 0.34% | -7.9% |
| Q1 2023 | $765 | +3.7% | 10,455 | +7.0% | 0.37% | -3.7% |
| Q4 2022 | $738 | -99.9% | 9,774 | -6.6% | 0.38% | +5.8% |
| Q3 2022 | $695,000 | -7.3% | 10,467 | +0.0% | 0.36% | -2.4% |
| Q2 2022 | $750,000 | -9.2% | 10,466 | +0.0% | 0.37% | +10.8% |
| Q1 2022 | $826,000 | -2.4% | 10,465 | +0.0% | 0.33% | +5.4% |
| Q4 2021 | $846,000 | +8.9% | 10,464 | +0.0% | 0.32% | -3.7% |
| Q3 2021 | $777,000 | -2.9% | 10,463 | +0.0% | 0.33% | 0.0% |
| Q2 2021 | $800,000 | +8.7% | 10,462 | +3.7% | 0.33% | -8.1% |
| Q1 2021 | $736,000 | +14.5% | 10,091 | +0.6% | 0.36% | +8.2% |
| Q4 2020 | $643,000 | +4.0% | 10,031 | +3.4% | 0.33% | +0.9% |
| Q3 2020 | $618,000 | +28.5% | 9,700 | +4.3% | 0.33% | +9.7% |
| Q2 2020 | $481,000 | +12.6% | 9,299 | +10.3% | 0.30% | +3.1% |
| Q1 2020 | $427,000 | +66.8% | 8,433 | +90.6% | 0.29% | +73.1% |
| Q4 2019 | $256,000 | +5.8% | 4,424 | +0.0% | 0.17% | -2.9% |
| Q3 2019 | $242,000 | +2.5% | 4,423 | +0.4% | 0.17% | 0.0% |
| Q2 2019 | $236,000 | +2.6% | 4,405 | 0.0% | 0.17% | -3.9% |
| Q1 2019 | $230,000 | +12.2% | 4,405 | +0.7% | 0.18% | +0.6% |
| Q4 2018 | $205,000 | -4.7% | 4,375 | +0.0% | 0.18% | +17.9% |
| Q3 2018 | $215,000 | -3.6% | 4,374 | +0.0% | 0.15% | +5.6% |
| Q2 2018 | $223,000 | +4.2% | 4,373 | +0.0% | 0.14% | -4.7% |
| Q1 2018 | $214,000 | -5.3% | 4,372 | -1.0% | 0.15% | -16.7% |
| Q4 2017 | $226,000 | – | 4,416 | – | 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% |