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 | $413,000 | -7.0% | 6,221 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $444,000 | -14.1% | 6,203 | -5.5% | 0.00% | 0.0% |
| Q1 2022 | $517,000 | +113.6% | 6,563 | +119.9% | 0.00% | – |
| Q4 2021 | $242,000 | +55.1% | 2,984 | +7.3% | 0.00% | – |
| Q3 2021 | $156,000 | -61.6% | 2,781 | -48.3% | 0.00% | -100.0% |
| Q2 2021 | $406,000 | +34.4% | 5,382 | +30.0% | 0.00% | – |
| Q1 2021 | $302,000 | -43.2% | 4,139 | -50.1% | 0.00% | – |
| Q4 2020 | $532,000 | +136.4% | 8,300 | +103.8% | 0.00% | – |
| Q3 2020 | $225,000 | -11.4% | 4,072 | -27.9% | 0.00% | -100.0% |
| Q1 2020 | $254,000 | -19.1% | 5,647 | +4.3% | 0.00% | 0.0% |
| Q4 2019 | $314,000 | +38.3% | 5,413 | +26.5% | 0.00% | 0.0% |
| Q3 2018 | $227,000 | +7.6% | 4,279 | +0.1% | 0.00% | 0.0% |
| Q2 2018 | $211,000 | -49.8% | 4,276 | -50.0% | 0.00% | 0.0% |
| Q1 2018 | $420,000 | +79.5% | 8,552 | +87.0% | 0.00% | 0.0% |
| Q4 2017 | $234,000 | – | 4,573 | – | 0.00% | – |
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% |