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 | $6,266,347 | -0.4% | 88,557 | +1.1% | 0.02% | 0.0% |
| Q2 2023 | $6,294,353 | +63841.0% | 87,552 | -34.9% | 0.02% | -42.9% |
| Q1 2023 | $9,844 | +1.3% | 134,559 | +4.6% | 0.04% | -14.3% |
| Q4 2022 | $9,713 | -99.9% | 128,596 | +5.4% | 0.05% | +16.7% |
| Q3 2022 | $8,105,000 | +6.7% | 122,022 | +15.0% | 0.04% | +5.0% |
| Q2 2022 | $7,596,000 | +101.1% | 106,064 | +121.4% | 0.04% | +122.2% |
| Q1 2022 | $3,778,000 | +54.8% | 47,901 | +58.6% | 0.02% | +63.6% |
| Q4 2021 | $2,441,000 | +49.4% | 30,211 | +37.2% | 0.01% | +22.2% |
| Q3 2021 | $1,634,000 | +176.5% | 22,019 | +181.1% | 0.01% | +200.0% |
| Q2 2021 | $591,000 | +556.7% | 7,833 | +534.8% | 0.00% | +200.0% |
| Q1 2021 | $90,000 | +462.5% | 1,234 | +376.4% | 0.00% | – |
| Q4 2020 | $16,000 | +14.3% | 259 | +0.8% | 0.00% | – |
| Q3 2020 | $14,000 | +7.7% | 257 | +0.8% | 0.00% | – |
| Q2 2020 | $13,000 | +18.2% | 255 | +1.2% | 0.00% | – |
| Q1 2020 | $11,000 | – | 252 | – | 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% |