SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,471,360 | +7.7% | 232,778 | +10.6% | 3.28% | +10.0% |
| Q2 2023 | $15,288,396 | +14.0% | 210,526 | +14.8% | 2.98% | +3.8% |
| Q1 2023 | $13,412,896 | +4.5% | 183,336 | +7.9% | 2.87% | -1.6% |
| Q4 2022 | $12,831,777 | +25.6% | 169,867 | +10.4% | 2.92% | +25.0% |
| Q3 2022 | $10,219,000 | -3.1% | 153,828 | +4.4% | 2.34% | +0.2% |
| Q2 2022 | $10,549,000 | +17.9% | 147,276 | +29.9% | 2.33% | +43.9% |
| Q1 2022 | $8,947,000 | +10.6% | 113,413 | +13.4% | 1.62% | +12.8% |
| Q4 2021 | $8,087,000 | +15.4% | 100,048 | +6.0% | 1.44% | +7.2% |
| Q3 2021 | $7,005,000 | +2.4% | 94,361 | +4.3% | 1.34% | -4.2% |
| Q2 2021 | $6,844,000 | +5.9% | 90,508 | +2.1% | 1.40% | -7.0% |
| Q1 2021 | $6,463,000 | +12.9% | 88,637 | +1.8% | 1.50% | +9.3% |
| Q4 2020 | $5,727,000 | +21.1% | 87,091 | +1.8% | 1.38% | +4.8% |
| Q3 2020 | $4,729,000 | +8.9% | 85,511 | +1.9% | 1.31% | -4.4% |
| Q2 2020 | $4,342,000 | +36.5% | 83,895 | +18.7% | 1.37% | +9.1% |
| Q1 2020 | $3,180,000 | – | 70,705 | – | 1.26% | – |
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% |