SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,088 | +7.6% | 3,181 | +10.4% | 0.02% | +4.3% |
| Q2 2023 | $209,218 | -0.7% | 2,881 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $210,774 | -6.4% | 2,881 | -3.4% | 0.02% | -14.3% |
| Q4 2022 | $225,185 | +5.2% | 2,981 | -0.0% | 0.03% | -15.2% |
| Q2 2022 | $214,000 | -12.3% | 2,982 | -3.2% | 0.03% | -8.3% |
| Q1 2022 | $244,000 | -5.4% | 3,079 | -3.7% | 0.04% | -7.7% |
| Q4 2021 | $258,000 | -2.6% | 3,197 | -10.5% | 0.04% | -15.2% |
| Q3 2021 | $265,000 | -1.9% | 3,571 | +0.0% | 0.05% | -11.5% |
| Q2 2021 | $270,000 | +5.5% | 3,570 | +1.9% | 0.05% | -1.9% |
| Q1 2021 | $256,000 | -77.2% | 3,505 | -83.9% | 0.05% | -83.7% |
| Q2 2020 | $1,124,000 | +25.2% | 21,722 | +8.7% | 0.33% | -0.3% |
| Q1 2020 | $898,000 | -21.4% | 19,975 | +1.3% | 0.33% | -9.2% |
| Q4 2019 | $1,142,000 | – | 19,710 | – | 0.36% | – |
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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% |