SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,769 | +3.6% | 25,005 | +6.3% | 1.96% | +0.9% |
| Q2 2023 | $1,707 | -8.8% | 23,513 | -8.1% | 1.94% | -2.7% |
| Q1 2023 | $1,872 | -6.1% | 25,586 | -3.0% | 2.00% | -12.5% |
| Q4 2022 | $1,993 | -100.0% | 26,382 | -94.1% | 2.28% | -83.4% |
| Q3 2022 | $29,770,000 | -51.3% | 448,147 | -53.3% | 13.77% | -2.0% |
| Q2 2022 | $61,167,000 | +86.8% | 960,435 | +131.4% | 14.05% | +4.2% |
| Q1 2022 | $32,750,000 | -0.3% | 415,134 | +2.2% | 13.48% | -5.3% |
| Q4 2021 | $32,834,000 | +11.1% | 406,210 | +2.0% | 14.24% | +18.7% |
| Q3 2021 | $29,552,000 | +2.6% | 398,066 | +4.5% | 12.00% | +4.0% |
| Q2 2021 | $28,800,000 | +7.0% | 380,853 | +3.1% | 11.54% | +3.3% |
| Q1 2021 | $26,925,000 | +19.0% | 369,241 | +4.6% | 11.17% | +16.6% |
| Q4 2020 | $22,631,000 | +20.4% | 352,840 | +3.8% | 9.58% | +19.0% |
| Q3 2020 | $18,803,000 | +53.1% | 340,015 | +43.3% | 8.05% | +42.4% |
| Q2 2020 | $12,281,000 | -32.9% | 237,322 | -41.7% | 5.65% | -12.3% |
| Q1 2020 | $18,312,000 | +32.5% | 407,114 | +70.7% | 6.45% | +31.8% |
| Q4 2019 | $13,816,000 | – | 238,529 | – | 4.89% | – |
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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% |