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 | $4,221,683 | -2.7% | 59,662 | -0.2% | 2.21% | -3.1% |
| Q2 2023 | $4,340,207 | +9.2% | 59,766 | +10.0% | 2.28% | -1.1% |
| Q1 2023 | $3,975,368 | +0.9% | 54,338 | +4.1% | 2.30% | -3.8% |
| Q4 2022 | $3,941,828 | +20.4% | 52,182 | +5.9% | 2.39% | +9.6% |
| Q3 2022 | $3,275,000 | -9.1% | 49,294 | -2.0% | 2.18% | -6.9% |
| Q2 2022 | $3,603,000 | -6.7% | 50,298 | +2.8% | 2.35% | +10.5% |
| Q1 2022 | $3,860,000 | +21.5% | 48,923 | +24.5% | 2.12% | +34.3% |
| Q4 2021 | $3,177,000 | +6.5% | 39,307 | -2.1% | 1.58% | +0.6% |
| Q3 2021 | $2,982,000 | +1.1% | 40,168 | +2.9% | 1.57% | +1.4% |
| Q2 2021 | $2,951,000 | +24.7% | 39,027 | +20.3% | 1.55% | +14.7% |
| Q1 2021 | $2,366,000 | +101.5% | 32,448 | +77.2% | 1.35% | +87.0% |
| Q4 2020 | $1,174,000 | +26.1% | 18,309 | +8.7% | 0.72% | +14.6% |
| Q3 2020 | $931,000 | -12.3% | 16,839 | -17.9% | 0.63% | -20.2% |
| Q2 2020 | $1,062,000 | -21.6% | 20,514 | -31.8% | 0.79% | -32.9% |
| Q1 2020 | $1,354,000 | -34.5% | 30,098 | -15.7% | 1.18% | -21.4% |
| Q4 2019 | $2,068,000 | – | 35,699 | – | 1.50% | – |
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% |