SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,042,000 | -2.2% | 14,031 | -0.4% | 0.07% | -2.8% |
| Q2 2021 | $1,065,000 | +3.5% | 14,088 | -0.2% | 0.07% | -4.0% |
| Q1 2021 | $1,029,000 | +19.0% | 14,114 | +4.7% | 0.08% | +13.6% |
| Q4 2020 | $865,000 | +26.8% | 13,480 | +20.1% | 0.07% | +10.0% |
| Q3 2020 | $682,000 | +12.9% | 11,227 | -3.8% | 0.06% | +3.4% |
| Q2 2020 | $604,000 | -1.8% | 11,669 | -14.7% | 0.06% | -18.3% |
| Q1 2020 | $615,000 | -8.2% | 13,680 | +18.3% | 0.07% | +12.7% |
| Q4 2019 | $670,000 | +25.9% | 11,564 | +19.2% | 0.06% | +10.5% |
| Q3 2019 | $532,000 | -13.6% | 9,704 | -16.3% | 0.06% | -10.9% |
| Q2 2019 | $616,000 | -6.5% | 11,599 | -8.0% | 0.06% | -11.1% |
| Q1 2019 | $659,000 | +30.2% | 12,601 | +17.0% | 0.07% | +14.3% |
| Q4 2018 | $506,000 | – | 10,768 | – | 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% |