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 | $412,659 | -1.7% | 5,832 | +0.9% | 0.11% | +2.9% |
| Q2 2023 | $419,665 | +0.2% | 5,779 | +0.9% | 0.10% | -4.6% |
| Q1 2023 | $418,864 | -2.3% | 5,725 | +0.8% | 0.11% | -7.7% |
| Q4 2022 | $428,853 | +15.0% | 5,677 | +0.9% | 0.12% | +13.6% |
| Q3 2022 | $373,000 | -6.5% | 5,625 | +0.9% | 0.10% | -3.7% |
| Q2 2022 | $399,000 | -8.3% | 5,573 | +1.0% | 0.11% | +3.9% |
| Q1 2022 | $435,000 | -1.8% | 5,519 | +0.7% | 0.10% | +1.0% |
| Q4 2021 | $443,000 | +9.9% | 5,483 | +0.8% | 0.10% | 0.0% |
| Q3 2021 | $403,000 | -1.2% | 5,440 | +0.8% | 0.10% | -1.9% |
| Q2 2021 | $408,000 | +4.3% | 5,398 | +0.7% | 0.10% | -4.6% |
| Q1 2021 | $391,000 | +23.3% | 5,360 | +8.3% | 0.11% | +13.5% |
| Q4 2020 | $317,000 | +17.0% | 4,947 | +0.9% | 0.10% | +1.1% |
| Q3 2020 | $271,000 | +9.3% | 4,901 | +1.0% | 0.10% | +2.2% |
| Q2 2020 | $248,000 | – | 4,852 | – | 0.09% | – |
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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% |