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 | $428,958 | +0.8% | 6,073 | +3.7% | 0.08% | +1.3% |
| Q2 2023 | $425,373 | -0.0% | 5,858 | +0.7% | 0.08% | -8.4% |
| Q1 2023 | $425,481 | +8.3% | 5,816 | +11.8% | 0.08% | 0.0% |
| Q4 2022 | $392,978 | +62.4% | 5,202 | +43.0% | 0.08% | +43.1% |
| Q3 2022 | $242,000 | -43.1% | 3,637 | -38.8% | 0.06% | -42.6% |
| Q2 2022 | $425,000 | +14.2% | 5,947 | +26.4% | 0.10% | +34.7% |
| Q1 2022 | $372,000 | +6.6% | 4,706 | +9.3% | 0.08% | +7.1% |
| Q4 2021 | $349,000 | +9.4% | 4,304 | +0.0% | 0.07% | -29.3% |
| Q3 2021 | $319,000 | -1.8% | 4,303 | 0.0% | 0.10% | +3.1% |
| Q2 2021 | $325,000 | +16.5% | 4,303 | -1.1% | 0.10% | -12.7% |
| Q4 2020 | $279,000 | +15.8% | 4,352 | 0.0% | 0.11% | -12.7% |
| Q3 2020 | $241,000 | +6.6% | 4,352 | +0.0% | 0.13% | -20.3% |
| Q2 2020 | $226,000 | -10.3% | 4,351 | +0.0% | 0.16% | -25.1% |
| Q4 2019 | $252,000 | – | 4,350 | – | 0.21% | – |
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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% |