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 | $3,710,906 | -2.5% | 52,550 | +0.1% | 1.57% | 0.0% |
| Q2 2023 | $3,806,094 | -1.8% | 52,516 | -1.1% | 1.57% | -9.5% |
| Q1 2023 | $3,877,258 | -3.7% | 53,101 | -0.6% | 1.74% | -14.0% |
| Q4 2022 | $4,027,319 | +11.7% | 53,417 | -1.6% | 2.02% | +1.4% |
| Q3 2022 | $3,605,000 | -13.3% | 54,263 | -6.6% | 2.00% | -21.1% |
| Q2 2022 | $4,159,000 | -12.1% | 58,072 | -3.1% | 2.53% | -7.5% |
| Q1 2022 | $4,730,000 | -0.6% | 59,960 | +1.8% | 2.73% | -4.9% |
| Q4 2021 | $4,760,000 | +1.0% | 58,883 | -7.2% | 2.87% | -11.0% |
| Q3 2021 | $4,712,000 | +1.1% | 63,480 | +3.0% | 3.23% | +0.6% |
| Q2 2021 | $4,663,000 | +5.9% | 61,660 | +2.1% | 3.21% | -17.0% |
| Q1 2021 | $4,405,000 | +14.0% | 60,410 | +0.3% | 3.86% | +8.4% |
| Q4 2020 | $3,863,000 | – | 60,238 | – | 3.56% | – |
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% |