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 | $2,172,884 | +270.0% | 30,708 | +279.7% | 0.60% | +270.8% |
| Q2 2023 | $587,322 | -5.4% | 8,088 | -4.7% | 0.16% | -15.7% |
| Q1 2023 | $620,899 | +20.3% | 8,487 | +24.2% | 0.19% | +4.9% |
| Q4 2022 | $516,237 | -4.9% | 6,834 | -16.3% | 0.18% | -16.5% |
| Q3 2022 | $543,000 | -16.7% | 8,168 | -10.3% | 0.22% | -16.2% |
| Q2 2022 | $652,000 | -10.8% | 9,101 | -1.7% | 0.26% | -6.8% |
| Q1 2022 | $731,000 | +54.2% | 9,263 | +57.8% | 0.28% | +40.9% |
| Q4 2021 | $474,000 | +1.1% | 5,869 | -7.2% | 0.20% | -7.5% |
| Q3 2021 | $469,000 | -33.3% | 6,323 | -32.0% | 0.21% | -35.5% |
| Q2 2021 | $703,000 | +140.8% | 9,299 | +104.3% | 0.33% | +72.0% |
| Q4 2020 | $292,000 | -38.5% | 4,551 | -47.1% | 0.19% | -42.7% |
| Q3 2020 | $475,000 | -15.3% | 8,596 | -20.7% | 0.34% | -37.8% |
| Q2 2020 | $561,000 | +18.4% | 10,841 | +2.8% | 0.54% | -9.8% |
| Q1 2020 | $474,000 | – | 10,541 | – | 0.60% | – |
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% |