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 | $492,093 | -2.6% | 6,954 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $505,029 | -4.4% | 6,954 | -3.7% | 0.04% | -11.6% |
| Q1 2023 | $528,098 | -3.2% | 7,218 | 0.0% | 0.04% | -8.5% |
| Q4 2022 | $545,278 | +18.0% | 7,218 | +3.8% | 0.05% | +6.8% |
| Q3 2022 | $462,000 | -33.5% | 6,954 | -28.3% | 0.04% | -27.9% |
| Q2 2022 | $695,000 | +26.6% | 9,704 | +39.5% | 0.06% | +48.8% |
| Q1 2022 | $549,000 | +37.2% | 6,954 | +40.4% | 0.04% | +41.4% |
| Q4 2021 | $400,000 | +8.7% | 4,954 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $368,000 | -0.5% | 4,954 | +1.3% | 0.03% | -12.1% |
| Q2 2021 | $370,000 | +6.0% | 4,889 | +2.1% | 0.03% | -2.9% |
| Q1 2021 | $349,000 | +15.6% | 4,789 | +1.6% | 0.03% | +3.0% |
| Q4 2020 | $302,000 | +21.8% | 4,713 | +5.0% | 0.03% | +6.5% |
| Q3 2020 | $248,000 | +6.9% | 4,489 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $232,000 | +10.0% | 4,489 | -4.3% | 0.03% | -11.4% |
| Q1 2020 | $211,000 | -22.4% | 4,689 | 0.0% | 0.04% | +2.9% |
| Q4 2019 | $272,000 | +5.8% | 4,689 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $257,000 | +3.2% | 4,689 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $249,000 | -49.2% | 4,689 | -50.0% | 0.03% | 0.0% |
| Q1 2019 | $490,000 | +122.7% | 9,378 | +100.0% | 0.03% | -5.6% |
| Q4 2018 | $220,000 | +0.5% | 4,689 | +13.3% | 0.04% | +16.1% |
| Q3 2018 | $219,000 | +7.4% | 4,139 | 0.0% | 0.03% | +3.3% |
| Q2 2018 | $204,000 | +0.5% | 4,139 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $203,000 | -4.2% | 4,139 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $212,000 | -28.1% | 4,139 | -34.2% | 0.03% | -33.3% |
| Q3 2017 | $295,000 | -44.3% | 6,293 | -46.4% | 0.04% | -45.8% |
| Q2 2017 | $530,000 | +1.1% | 11,748 | 0.0% | 0.08% | -1.2% |
| Q1 2017 | $524,000 | +57.8% | 11,748 | +54.4% | 0.08% | +50.0% |
| Q4 2016 | $332,000 | – | 7,609 | – | 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% |