SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,758 | +2.1% | 53,111 | +4.8% | 1.73% | +5.2% |
| Q2 2023 | $3,682 | +1.7% | 50,700 | +2.4% | 1.65% | -4.6% |
| Q1 2023 | $3,621 | -27.3% | 49,495 | -24.9% | 1.73% | -30.3% |
| Q4 2022 | $4,980 | -99.8% | 65,919 | +75.4% | 2.48% | +72.9% |
| Q3 2022 | $2,497,000 | -7.2% | 37,592 | +0.0% | 1.43% | -20.8% |
| Q2 2022 | $2,691,000 | -65.5% | 37,575 | -62.0% | 1.81% | -56.3% |
| Q1 2022 | $7,805,000 | +22.7% | 98,933 | +24.1% | 4.14% | +35.6% |
| Q4 2021 | $6,359,000 | +6.4% | 79,738 | -1.7% | 3.06% | -25.4% |
| Q3 2021 | $5,975,000 | +5.8% | 81,134 | +7.6% | 4.10% | -2.6% |
| Q2 2021 | $5,645,000 | +10.7% | 75,402 | +7.8% | 4.21% | -4.6% |
| Q1 2021 | $5,099,000 | +338.8% | 69,921 | +286.0% | 4.41% | +381.6% |
| Q4 2020 | $1,162,000 | -8.4% | 18,114 | -21.0% | 0.92% | -23.7% |
| Q3 2020 | $1,269,000 | +4.5% | 22,940 | -2.2% | 1.20% | -2.7% |
| Q2 2020 | $1,214,000 | +0.6% | 23,454 | -2.1% | 1.23% | -2.3% |
| Q1 2020 | $1,207,000 | -81.3% | 23,948 | -78.5% | 1.26% | -77.4% |
| Q4 2019 | $6,459,000 | – | 111,513 | – | 5.59% | – |
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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% |