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 | $174,612 | -12.2% | 2,468 | -9.9% | 0.09% | -9.3% |
| Q2 2023 | $198,886 | -27.6% | 2,739 | -27.0% | 0.10% | -33.6% |
| Q1 2023 | $274,584 | +1.3% | 3,753 | +4.6% | 0.15% | -6.4% |
| Q4 2022 | $270,942 | +18.8% | 3,587 | +4.6% | 0.16% | +16.4% |
| Q3 2022 | $228,000 | -8.8% | 3,428 | -1.7% | 0.13% | -13.5% |
| Q2 2022 | $250,000 | +3.7% | 3,486 | +14.3% | 0.16% | +31.4% |
| Q1 2022 | $241,000 | -2.0% | 3,050 | +0.4% | 0.12% | +1.7% |
| Q4 2021 | $246,000 | +3.8% | 3,039 | -4.7% | 0.12% | -21.6% |
| Q3 2021 | $237,000 | -4.4% | 3,190 | -2.6% | 0.15% | -2.6% |
| Q2 2021 | $248,000 | +213.9% | 3,274 | +200.6% | 0.15% | +162.1% |
| Q1 2021 | $79,000 | +14.5% | 1,089 | +0.6% | 0.06% | +1.8% |
| Q4 2020 | $69,000 | +15.0% | 1,082 | +0.4% | 0.06% | -3.4% |
| Q3 2020 | $60,000 | – | 1,078 | – | 0.06% | – |
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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% |