SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,236 | -14.0% | 5,713 | -11.7% | 0.05% | -5.7% |
| Q2 2023 | $469,980 | +13.3% | 6,472 | +14.1% | 0.05% | +8.2% |
| Q1 2023 | $414,947 | -13.5% | 5,672 | -10.7% | 0.05% | -46.2% |
| Q4 2022 | $479,812 | +32.5% | 6,352 | +38.4% | 0.09% | -34.1% |
| Q1 2022 | $362,000 | +10.4% | 4,589 | +13.2% | 0.14% | +31.4% |
| Q4 2021 | $328,000 | +5.1% | 4,054 | -3.6% | 0.10% | -24.5% |
| Q3 2021 | $312,000 | -4.3% | 4,206 | -2.5% | 0.14% | -28.7% |
| Q2 2021 | $326,000 | -18.7% | 4,316 | -21.6% | 0.20% | +298.0% |
| Q1 2021 | $401,000 | +60.4% | 5,504 | +41.5% | 0.05% | +44.1% |
| Q4 2020 | $250,000 | -12.0% | 3,891 | -24.8% | 0.03% | -20.9% |
| Q3 2019 | $284,000 | -20.4% | 5,177 | -23.1% | 0.04% | -15.7% |
| Q2 2019 | $357,000 | -15.2% | 6,734 | -16.3% | 0.05% | -20.3% |
| Q1 2019 | $421,000 | -66.2% | 8,049 | -69.7% | 0.06% | -71.4% |
| Q4 2018 | $1,246,000 | +458.7% | 26,522 | +507.7% | 0.22% | +489.5% |
| Q4 2017 | $223,000 | +11.5% | 4,364 | +1.9% | 0.04% | +11.8% |
| Q3 2017 | $200,000 | – | 4,282 | – | 0.03% | – |
Download | ||||||
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% |