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 | $3,291,212 | +8.0% | 46,512 | +10.8% | 4.08% | +31.6% |
| Q2 2023 | $3,047,899 | -16.1% | 41,971 | -15.4% | 3.10% | -15.8% |
| Q1 2023 | $3,631,730 | -71.4% | 49,640 | -70.5% | 3.68% | -62.5% |
| Q4 2022 | $12,712,061 | -11.0% | 168,282 | -21.8% | 9.82% | -13.3% |
| Q3 2022 | $14,290,000 | +2.8% | 215,117 | +10.8% | 11.33% | +8.8% |
| Q2 2022 | $13,903,000 | +252.3% | 194,098 | +288.0% | 10.42% | +302.0% |
| Q1 2022 | $3,946,000 | +1233.1% | 50,025 | +1264.2% | 2.59% | +1339.4% |
| Q4 2021 | $296,000 | +0.7% | 3,667 | -7.4% | 0.18% | -3.2% |
| Q3 2021 | $294,000 | -75.5% | 3,961 | -75.0% | 0.19% | -74.9% |
| Q2 2021 | $1,199,000 | +61.2% | 15,861 | +55.4% | 0.74% | +53.2% |
| Q1 2021 | $744,000 | +866.2% | 10,206 | +747.7% | 0.48% | +828.8% |
| Q4 2020 | $77,000 | – | 1,204 | – | 0.05% | – |
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% |