SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $63,000 | +1.6% | 798 | +3.8% | 0.03% | 0.0% |
| Q4 2021 | $62,000 | +210.0% | 769 | +185.9% | 0.03% | +190.0% |
| Q3 2021 | $20,000 | -25.9% | 269 | -25.9% | 0.01% | -28.6% |
| Q2 2021 | $27,000 | +2600.0% | 363 | +3200.0% | 0.01% | +1300.0% |
| Q1 2021 | $1,000 | -97.8% | 11 | -98.4% | 0.00% | -96.0% |
| Q4 2020 | $45,000 | – | 699 | +23200.0% | 0.02% | – |
| Q3 2020 | $0 | -100.0% | 3 | -95.3% | 0.00% | -100.0% |
| Q2 2020 | $3,000 | -99.4% | 64 | -99.4% | 0.00% | -99.5% |
| Q1 2020 | $523,000 | +1534.4% | 11,627 | +1987.4% | 0.39% | +1234.5% |
| Q4 2019 | $32,000 | – | 557 | – | 0.03% | – |
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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% |