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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $218,000 | -33.7% | 3,037 | -27.2% | 0.16% | -23.8% |
| Q1 2022 | $329,000 | -7.6% | 4,173 | -5.1% | 0.21% | -4.5% |
| Q4 2021 | $356,000 | -18.9% | 4,399 | -25.5% | 0.22% | -26.9% |
| Q3 2021 | $439,000 | -4.8% | 5,908 | -3.1% | 0.30% | -15.9% |
| Q2 2021 | $461,000 | +3.1% | 6,096 | -0.6% | 0.36% | -11.4% |
| Q1 2021 | $447,000 | +8.5% | 6,131 | -4.7% | 0.40% | +8.3% |
| Q4 2020 | $412,000 | -9.5% | 6,430 | -21.8% | 0.37% | -20.6% |
| Q3 2020 | $455,000 | +1.6% | 8,223 | -5.0% | 0.47% | -12.5% |
| Q2 2020 | $448,000 | +14.9% | 8,654 | -0.1% | 0.54% | +4.1% |
| Q1 2020 | $390,000 | -20.7% | 8,664 | +7567.3% | 0.52% | +36.9% |
| Q4 2019 | $492,000 | – | 113 | – | 0.38% | – |
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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% |