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 | $534,380 | -4.7% | 7,552 | -2.2% | 0.03% | 0.0% |
| Q2 2023 | $560,844 | -47.3% | 7,723 | -47.0% | 0.03% | -50.8% |
| Q1 2023 | $1,065,136 | -1.5% | 14,559 | +1.7% | 0.06% | -6.0% |
| Q4 2022 | $1,081,657 | +4.0% | 14,319 | -8.6% | 0.07% | -5.6% |
| Q3 2022 | $1,040,000 | +18.3% | 15,661 | +27.6% | 0.07% | +22.4% |
| Q2 2022 | $879,000 | +22.3% | 12,273 | +34.6% | 0.06% | +45.0% |
| Q1 2022 | $719,000 | -20.1% | 9,116 | -18.2% | 0.04% | -11.1% |
| Q4 2021 | $900,000 | +73.7% | 11,138 | +59.5% | 0.04% | +60.7% |
| Q3 2021 | $518,000 | +1.0% | 6,983 | +2.8% | 0.03% | 0.0% |
| Q2 2021 | $513,000 | -2.8% | 6,790 | -6.3% | 0.03% | -12.5% |
| Q1 2021 | $528,000 | +56.2% | 7,243 | +37.4% | 0.03% | +52.4% |
| Q4 2020 | $338,000 | -22.1% | 5,273 | -29.6% | 0.02% | -32.3% |
| Q4 2019 | $434,000 | +5.6% | 7,495 | 0.0% | 0.03% | -3.1% |
| Q3 2019 | $411,000 | +79.5% | 7,495 | +73.5% | 0.03% | +77.8% |
| Q2 2019 | $229,000 | +1.8% | 4,320 | +0.5% | 0.02% | 0.0% |
| Q1 2019 | $225,000 | +11.4% | 4,300 | 0.0% | 0.02% | -5.3% |
| Q4 2018 | $202,000 | -11.4% | 4,300 | 0.0% | 0.02% | +5.6% |
| Q3 2018 | $228,000 | +7.5% | 4,300 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $212,000 | +0.5% | 4,300 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $211,000 | – | 4,300 | – | 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% |