SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $606,353 | -2.1% | 8,569 | +0.5% | 0.02% | +5.0% |
| Q2 2023 | $619,233 | +13.2% | 8,527 | +14.1% | 0.02% | +5.3% |
| Q1 2023 | $546,807 | -7.8% | 7,474 | -4.8% | 0.02% | -13.6% |
| Q4 2022 | $593,082 | +14.5% | 7,851 | +0.7% | 0.02% | 0.0% |
| Q3 2022 | $518,000 | 0.0% | 7,796 | +7.8% | 0.02% | 0.0% |
| Q2 2022 | $518,000 | -6.2% | 7,231 | +0.3% | 0.02% | 0.0% |
| Q1 2022 | $552,000 | +6.2% | 7,210 | +12.1% | 0.02% | +22.2% |
| Q4 2021 | $520,000 | +9.0% | 6,430 | +0.2% | 0.02% | -5.3% |
| Q3 2021 | $477,000 | -1.6% | 6,419 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $485,000 | +16.3% | 6,409 | +12.1% | 0.02% | +5.6% |
| Q1 2021 | $417,000 | +13.9% | 5,717 | +0.2% | 0.02% | +5.9% |
| Q4 2020 | $366,000 | +30.2% | 5,708 | +12.2% | 0.02% | +13.3% |
| Q3 2020 | $281,000 | -3.4% | 5,086 | -9.7% | 0.02% | -16.7% |
| Q2 2020 | $291,000 | +15.0% | 5,633 | +0.2% | 0.02% | -5.3% |
| Q1 2020 | $253,000 | +5.0% | 5,620 | +35.3% | 0.02% | +35.7% |
| Q4 2019 | $241,000 | +5.7% | 4,154 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $228,000 | -10.2% | 4,154 | -13.2% | 0.01% | -12.5% |
| Q2 2019 | $254,000 | -10.6% | 4,787 | -12.0% | 0.02% | -11.1% |
| Q1 2019 | $284,000 | +11.4% | 5,439 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $255,000 | -11.1% | 5,439 | +0.6% | 0.02% | +5.9% |
| Q3 2018 | $287,000 | +7.5% | 5,408 | 0.0% | 0.02% | -19.0% |
| Q2 2018 | $267,000 | +19.7% | 5,408 | +18.9% | 0.02% | +16.7% |
| Q1 2018 | $223,000 | – | 4,550 | – | 0.02% | – |
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% |