SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,272,265 | -28.8% | 17,980 | -26.9% | 0.54% | -26.5% |
| Q2 2023 | $1,787,396 | -44.9% | 24,613 | -44.5% | 0.74% | -47.1% |
| Q1 2023 | $3,243,768 | -1.3% | 44,338 | +1.9% | 1.40% | -12.2% |
| Q4 2022 | $3,285,914 | +253.3% | 43,499 | +210.6% | 1.60% | +241.2% |
| Q3 2022 | $930,000 | +355.9% | 14,006 | +454.5% | 0.47% | +524.0% |
| Q4 2021 | $204,000 | -51.4% | 2,526 | -68.9% | 0.08% | -77.8% |
| Q2 2020 | $420,000 | -15.3% | 8,117 | -26.5% | 0.34% | -35.4% |
| Q1 2020 | $496,000 | -36.6% | 11,042 | -18.2% | 0.52% | -12.0% |
| Q4 2019 | $782,000 | +2.0% | 13,507 | -3.6% | 0.59% | -10.8% |
| Q3 2019 | $767,000 | – | 14,010 | – | 0.67% | – |
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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% |