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 2023 | $2,168,390 | +10.4% | 29,859 | +11.2% | 0.42% | +5.7% |
| Q1 2023 | $1,964,196 | -4.9% | 26,848 | -1.8% | 0.40% | -9.5% |
| Q4 2022 | $2,065,035 | +13.3% | 27,337 | -0.4% | 0.44% | +4.0% |
| Q3 2022 | $1,822,000 | -7.3% | 27,434 | 0.0% | 0.43% | +6.2% |
| Q2 2022 | $1,965,000 | -7.0% | 27,434 | +2.4% | 0.40% | +13.6% |
| Q1 2022 | $2,113,000 | -11.8% | 26,789 | -9.7% | 0.35% | -7.8% |
| Q4 2021 | $2,397,000 | +45.5% | 29,653 | +15.5% | 0.38% | +10.4% |
| Q4 2020 | $1,647,000 | – | 25,674 | – | 0.35% | – |
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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% |