SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $379,553 | +86953.4% | 5,227 | -12.3% | 0.00% | -20.0% |
| Q1 2023 | $436 | -3.5% | 5,962 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $452 | -99.9% | 5,995 | +6.5% | 0.01% | +25.0% |
| Q3 2022 | $374,000 | -12.0% | 5,627 | -5.1% | 0.00% | -20.0% |
| Q2 2022 | $425,000 | -6.6% | 5,927 | +2.8% | 0.01% | +25.0% |
| Q1 2022 | $455,000 | -6.4% | 5,763 | -11.7% | 0.00% | +100.0% |
| Q3 2021 | $486,000 | +128.2% | 6,526 | +132.9% | 0.00% | 0.0% |
| Q2 2021 | $213,000 | +2.4% | 2,802 | -1.5% | 0.00% | 0.0% |
| Q1 2021 | $208,000 | -38.5% | 2,845 | -45.8% | 0.00% | -50.0% |
| Q4 2020 | $338,000 | +22.5% | 5,250 | +5.4% | 0.00% | 0.0% |
| Q3 2020 | $276,000 | -12.7% | 4,982 | -29.1% | 0.00% | -33.3% |
| Q1 2020 | $316,000 | -22.2% | 7,026 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $406,000 | +0.7% | 7,026 | -4.6% | 0.01% | 0.0% |
| Q3 2019 | $403,000 | +3.3% | 7,361 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $390,000 | +7.4% | 7,361 | +5.8% | 0.01% | 0.0% |
| Q1 2019 | $363,000 | +11.0% | 6,956 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $327,000 | -11.4% | 6,956 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $369,000 | +7.6% | 6,956 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $343,000 | – | 6,956 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,479,869 | $108,267,251 | 36.83% |
| Kellett Wealth Advisors, LLC | 456,560 | $33,401,963 | 32.12% |
| Rezny Wealth Management, Inc. | 884,342 | $64,698,461 | 23.87% |
| Davidson Capital Management Inc. | 535,358 | $39,166,792 | 23.79% |
| Reitz Capital Advisors LLC | 326,942 | $23,919,089 | 22.07% |
| HHM Wealth Advisors, LLC | 1,344,131 | $98,336,606 | 20.08% |
| Walker Financial Services, Inc. | 265,028 | $19,389,476 | 19.98% |
| Whelan Financial | 486,301 | $35,577,780 | 19.73% |
| WFA Asset Management Corp | 424,139 | $31,030,045 | 19.04% |
| Wealth Management Solutions, LLC | 452,105 | $33,075,969 | 19.04% |