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 | $22,753,002 | +12.2% | 334,308 | +19.7% | 0.50% | +21.3% |
| Q2 2023 | $20,274,269 | +93.7% | 279,183 | +95.2% | 0.41% | +88.6% |
| Q1 2023 | $10,466,050 | -7.9% | 143,057 | -4.9% | 0.22% | +4.3% |
| Q4 2022 | $11,357,966 | +37.4% | 150,357 | +20.8% | 0.21% | +25.7% |
| Q3 2022 | $8,265,000 | +21.6% | 124,431 | +31.1% | 0.17% | +28.5% |
| Q2 2022 | $6,799,000 | +0.8% | 94,916 | +11.0% | 0.13% | +17.1% |
| Q1 2022 | $6,748,000 | -0.6% | 85,537 | +1.8% | 0.11% | +5.7% |
| Q4 2021 | $6,792,000 | +12.7% | 84,037 | +3.6% | 0.10% | +1.0% |
| Q3 2021 | $6,024,000 | +2663.3% | 81,136 | +2282.8% | 0.10% | +2500.0% |
| Q4 2020 | $218,000 | – | 3,405 | – | 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% |