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 | $712,663 | -4.3% | 10,071 | -1.7% | 0.48% | +2.6% |
| Q2 2023 | $744,409 | +4.4% | 10,250 | +5.2% | 0.47% | -3.5% |
| Q1 2023 | $712,902 | -4.2% | 9,744 | -1.8% | 0.48% | -16.0% |
| Q4 2022 | $744,281 | +8.0% | 9,924 | -2.3% | 0.58% | +7.5% |
| Q3 2022 | $689,000 | -4.4% | 10,154 | +1.3% | 0.54% | +2.9% |
| Q2 2022 | $721,000 | -8.4% | 10,025 | +1.3% | 0.52% | +7.9% |
| Q1 2022 | $787,000 | -2.0% | 9,895 | -0.4% | 0.48% | +2.1% |
| Q4 2021 | $803,000 | +8.7% | 9,932 | +0.6% | 0.47% | +4.6% |
| Q3 2021 | $739,000 | -0.3% | 9,868 | +0.7% | 0.45% | 0.0% |
| Q2 2021 | $741,000 | +5.9% | 9,799 | +2.3% | 0.45% | +4.1% |
| Q1 2021 | $700,000 | +11.1% | 9,583 | +0.0% | 0.43% | +12.7% |
| Q4 2020 | $630,000 | +18.0% | 9,580 | -0.7% | 0.38% | +3.2% |
| Q3 2020 | $534,000 | +18.9% | 9,651 | +11.3% | 0.37% | -19.1% |
| Q2 2020 | $449,000 | +0.9% | 8,669 | -2.1% | 0.46% | -0.2% |
| Q1 2020 | $445,000 | -7.7% | 8,852 | +6.4% | 0.46% | +24.2% |
| Q4 2019 | $482,000 | – | 8,323 | – | 0.37% | – |
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% |