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 | $2,343,304 | +229.8% | 33,116 | +238.5% | 0.07% | +58.1% |
| Q2 2023 | $710,532 | +0.8% | 9,784 | +1.6% | 0.04% | -15.7% |
| Q1 2023 | $704,705 | -22.8% | 9,632 | -20.3% | 0.05% | -28.2% |
| Q4 2022 | $912,350 | +42.6% | 12,078 | +25.4% | 0.07% | +20.3% |
| Q3 2022 | $640,000 | +113.3% | 9,631 | +129.7% | 0.06% | +156.5% |
| Q2 2022 | $300,000 | -36.2% | 4,192 | -29.7% | 0.02% | -28.1% |
| Q1 2022 | $470,000 | +14.6% | 5,960 | +17.5% | 0.03% | +14.3% |
| Q4 2021 | $410,000 | +112.4% | 5,072 | +95.2% | 0.03% | +100.0% |
| Q3 2021 | $193,000 | -1.0% | 2,598 | +0.6% | 0.01% | -6.7% |
| Q2 2021 | $195,000 | +3150.0% | 2,582 | +2482.0% | 0.02% | +1400.0% |
| Q4 2020 | $6,000 | – | 100 | – | 0.00% | – |
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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% |