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 2021 | $5,205,000 | +107.1% | 70,106 | +249.7% | 0.24% | +98.3% |
| Q2 2021 | $2,513,000 | -99.7% | 20,047 | +65.5% | 0.12% | +59.2% |
| Q1 2021 | $883,248,000 | +131728.1% | 12,113 | +15.9% | 0.08% | -41.5% |
| Q4 2020 | $670,000 | +196.5% | 10,447 | +139.1% | 0.13% | +83.1% |
| Q3 2020 | $226,000 | 0.0% | 4,370 | 0.0% | 0.07% | +9.2% |
| Q2 2020 | $226,000 | -26.1% | 4,370 | -36.1% | 0.06% | +32.7% |
| Q1 2020 | $306,000 | +51.5% | 6,841 | +95.8% | 0.05% | +16.7% |
| Q4 2019 | $202,000 | +11.6% | 3,494 | +6.0% | 0.04% | +16.7% |
| Q3 2019 | $181,000 | +964.7% | 3,295 | +889.5% | 0.04% | +1100.0% |
| Q1 2019 | $17,000 | – | 333 | – | 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% |