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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $366,000 | -5.9% | 5,506 | +1.4% | 0.10% | -9.3% |
| Q2 2022 | $389,000 | -34.8% | 5,428 | -28.3% | 0.11% | -30.8% |
| Q1 2022 | $597,000 | -34.3% | 7,567 | -32.6% | 0.16% | -24.6% |
| Q4 2021 | $908,000 | -31.4% | 11,229 | -37.1% | 0.21% | -41.7% |
| Q3 2021 | $1,324,000 | -16.6% | 17,840 | -15.1% | 0.36% | -20.4% |
| Q2 2021 | $1,588,000 | +2.1% | 21,001 | -1.5% | 0.45% | -7.5% |
| Q1 2021 | $1,555,000 | +12.4% | 21,323 | -1.2% | 0.48% | -3.4% |
| Q4 2020 | $1,384,000 | +56.2% | 21,578 | +34.7% | 0.50% | +43.4% |
| Q3 2020 | $886,000 | +254.4% | 16,016 | +231.3% | 0.35% | +182.9% |
| Q2 2020 | $250,000 | – | 4,834 | – | 0.12% | – |
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% |