SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $79,000 | +58.0% | 975 | +45.7% | 0.02% | +53.8% |
| Q3 2021 | $50,000 | -2.0% | 669 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $51,000 | +4.1% | 669 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $49,000 | +96.0% | 669 | +73.3% | 0.01% | +100.0% |
| Q4 2020 | $25,000 | +19.0% | 386 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $21,000 | +5.0% | 386 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $20,000 | +17.6% | 386 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $17,000 | -22.7% | 386 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $22,000 | 0.0% | 386 | -5.6% | 0.01% | -8.3% |
| Q3 2019 | $22,000 | -46.3% | 409 | -47.3% | 0.01% | -47.8% |
| Q2 2019 | $41,000 | +95.2% | 776 | +89.7% | 0.02% | +91.7% |
| Q1 2019 | $21,000 | 0.0% | 409 | -7.0% | 0.01% | -20.0% |
| Q4 2018 | $21,000 | -44.7% | 440 | -39.1% | 0.02% | -37.5% |
| Q3 2018 | $38,000 | -98.6% | 723 | -98.7% | 0.02% | -98.9% |
| Q2 2018 | $2,772,000 | -65.8% | 56,240 | -65.9% | 2.10% | -67.6% |
| Q1 2018 | $8,096,000 | +134833.3% | 165,131 | +137509.2% | 6.49% | +108000.0% |
| Q4 2017 | $6,000 | – | 120 | – | 0.01% | – |
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% |