SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,003 | -16.3% | 4,056 | -14.1% | 0.02% | -13.0% |
| Q2 2023 | $342,985 | -2.1% | 4,723 | -1.4% | 0.02% | 0.0% |
| Q1 2023 | $350,510 | +0.7% | 4,791 | +4.0% | 0.02% | -4.2% |
| Q4 2022 | $348,013 | +16.8% | 4,607 | +2.6% | 0.02% | +9.1% |
| Q3 2022 | $298,000 | -17.2% | 4,490 | -10.7% | 0.02% | -18.5% |
| Q2 2022 | $360,000 | -9.5% | 5,026 | -0.5% | 0.03% | +12.5% |
| Q1 2022 | $398,000 | -2.7% | 5,051 | -0.2% | 0.02% | -7.7% |
| Q4 2021 | $409,000 | +6.0% | 5,060 | -0.9% | 0.03% | +4.0% |
| Q2 2021 | $386,000 | -1.5% | 5,104 | -5.0% | 0.02% | -10.7% |
| Q1 2021 | $392,000 | +3.7% | 5,373 | -8.9% | 0.03% | -3.4% |
| Q4 2020 | $378,000 | +14.2% | 5,896 | -1.6% | 0.03% | +3.6% |
| Q3 2020 | $331,000 | -10.1% | 5,989 | -15.8% | 0.03% | -12.5% |
| Q2 2020 | $368,000 | -29.1% | 7,109 | -38.4% | 0.03% | -39.6% |
| Q1 2020 | $519,000 | -33.2% | 11,539 | -14.0% | 0.05% | -17.2% |
| Q4 2019 | $777,000 | +2.4% | 13,418 | -3.2% | 0.06% | -5.9% |
| Q3 2019 | $759,000 | +33.6% | 13,856 | +29.5% | 0.07% | +33.3% |
| Q2 2019 | $568,000 | +8.6% | 10,698 | +6.9% | 0.05% | +6.2% |
| Q1 2019 | $523,000 | +12.5% | 10,012 | +1.0% | 0.05% | -4.0% |
| Q4 2018 | $465,000 | -20.8% | 9,909 | -10.5% | 0.05% | -5.7% |
| Q3 2018 | $587,000 | +21.8% | 11,075 | +13.4% | 0.05% | +12.8% |
| Q2 2018 | $482,000 | +4.1% | 9,770 | +3.5% | 0.05% | 0.0% |
| Q1 2018 | $463,000 | -9.0% | 9,442 | -5.0% | 0.05% | -2.1% |
| Q4 2017 | $509,000 | +8.1% | 9,943 | -1.1% | 0.05% | +2.1% |
| Q3 2017 | $471,000 | +1.5% | 10,056 | -2.3% | 0.05% | -2.1% |
| Q2 2017 | $464,000 | +9.7% | 10,293 | +8.5% | 0.05% | +4.3% |
| Q1 2017 | $423,000 | +40.1% | 9,488 | +36.9% | 0.05% | +39.4% |
| Q4 2016 | $302,000 | +24.8% | 6,930 | +21.2% | 0.03% | +17.9% |
| Q3 2016 | $242,000 | -17.4% | 5,720 | -19.2% | 0.03% | -17.6% |
| Q2 2016 | $293,000 | +15.8% | 7,082 | +12.3% | 0.03% | +13.3% |
| Q1 2016 | $253,000 | +10.0% | 6,305 | +5.8% | 0.03% | +11.1% |
| Q4 2015 | $230,000 | +9.5% | 5,957 | +1.9% | 0.03% | +12.5% |
| Q3 2015 | $210,000 | – | 5,845 | – | 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% |