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 2022 | $205,000 | -7.2% | 3,088 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $221,000 | -9.4% | 3,088 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $244,000 | +275.4% | 3,088 | +286.0% | 0.01% | +400.0% |
| Q4 2021 | $65,000 | +10.2% | 800 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $59,000 | -14.5% | 800 | -35.5% | 0.00% | -50.0% |
| Q3 2020 | $69,000 | +7.8% | 1,241 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $64,000 | -37.3% | 1,241 | -45.3% | 0.00% | -33.3% |
| Q1 2020 | $102,000 | -50.0% | 2,267 | -35.5% | 0.00% | -40.0% |
| Q4 2019 | $204,000 | -30.1% | 3,517 | -34.0% | 0.01% | -37.5% |
| Q3 2019 | $292,000 | +3.2% | 5,327 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $283,000 | +97.9% | 5,327 | +94.3% | 0.01% | +100.0% |
| Q1 2019 | $143,000 | +10.9% | 2,741 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $129,000 | -18.9% | 2,741 | -8.7% | 0.00% | -20.0% |
| Q3 2018 | $159,000 | +7.4% | 3,002 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $148,000 | +0.7% | 3,002 | 0.0% | 0.01% | +25.0% |
| Q1 2018 | $147,000 | -4.5% | 3,002 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $154,000 | +10.0% | 3,002 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $140,000 | -0.7% | 3,002 | -4.0% | 0.00% | -20.0% |
| Q2 2017 | $141,000 | +1.4% | 3,127 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $139,000 | +6.9% | 3,127 | +4.7% | 0.01% | +25.0% |
| Q4 2016 | $130,000 | +3.2% | 2,987 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $126,000 | +1.6% | 2,987 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $124,000 | -8.8% | 2,987 | -12.0% | 0.00% | -20.0% |
| Q1 2016 | $136,000 | – | 3,396 | – | 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% |