SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,026,784 | +0.4% | 198,230 | +3.0% | 0.60% | +19.2% |
| Q2 2023 | $13,972,676 | -21.5% | 192,408 | -20.9% | 0.50% | -27.6% |
| Q1 2023 | $17,796,411 | -7.0% | 243,253 | -4.0% | 0.69% | -13.8% |
| Q4 2022 | $19,139,217 | +13.5% | 253,365 | -0.2% | 0.80% | +5.1% |
| Q3 2022 | $16,857,000 | +351.2% | 253,762 | +386.5% | 0.76% | +354.2% |
| Q2 2022 | $3,736,000 | -10.1% | 52,166 | -1.0% | 0.17% | +1.2% |
| Q1 2022 | $4,155,000 | -3.1% | 52,668 | -0.8% | 0.17% | -24.2% |
| Q4 2021 | $4,290,000 | +6.3% | 53,077 | -0.6% | 0.22% | +8.4% |
| Q2 2021 | $4,037,168 | -44.6% | 53,388 | -46.6% | 0.20% | -51.7% |
| Q1 2021 | $7,287,804 | +111.8% | 99,942 | +86.3% | 0.42% | +84.1% |
| Q4 2020 | $3,441,560 | +7.7% | 53,657 | -7.2% | 0.23% | -11.3% |
| Q3 2020 | $3,195,787 | +3.5% | 57,790 | -3.2% | 0.26% | -3.0% |
| Q2 2020 | $3,088,605 | +15.5% | 59,683 | +0.4% | 0.26% | -9.3% |
| Q1 2020 | $2,673,480 | – | 59,437 | – | 0.29% | – |
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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% |