SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,466,685 | +23.7% | 331,638 | +27.0% | 3.70% | +24.6% |
| Q2 2023 | $18,970,865 | +571.2% | 261,235 | +576.2% | 2.97% | +545.2% |
| Q1 2023 | $2,826,374 | +70.0% | 38,633 | +75.5% | 0.46% | +63.1% |
| Q4 2022 | $1,662,573 | +307.5% | 22,009 | +258.4% | 0.28% | +302.9% |
| Q3 2022 | $408,000 | +2.8% | 6,141 | +10.9% | 0.07% | -33.3% |
| Q2 2022 | $397,000 | +18.9% | 5,537 | +30.9% | 0.10% | +128.3% |
| Q1 2022 | $334,000 | +1.5% | 4,230 | +3.8% | 0.05% | +9.5% |
| Q4 2021 | $329,000 | +11.5% | 4,076 | +2.4% | 0.04% | +7.7% |
| Q3 2021 | $295,000 | +2.1% | 3,980 | +4.3% | 0.04% | -2.5% |
| Q2 2021 | $289,000 | +6.6% | 3,816 | +2.7% | 0.04% | 0.0% |
| Q1 2021 | $271,000 | +14.3% | 3,714 | +0.4% | 0.04% | +17.6% |
| Q4 2020 | $237,000 | +17.9% | 3,701 | +1.8% | 0.03% | +3.0% |
| Q3 2020 | $201,000 | -4.7% | 3,635 | -7.3% | 0.03% | -2.9% |
| Q2 2020 | $211,000 | +4.5% | 3,922 | +6.0% | 0.03% | -2.9% |
| Q4 2019 | $202,000 | – | 3,699 | – | 0.04% | – |
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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% |