SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,489 | -3.9% | 317,820 | -1.3% | 0.34% | +1.8% |
| Q2 2023 | $23,395 | +4.7% | 322,159 | +5.5% | 0.33% | +0.3% |
| Q1 2023 | $22,341 | -8.2% | 305,378 | -5.3% | 0.33% | -3.5% |
| Q4 2022 | $24,347 | -99.9% | 322,302 | -0.9% | 0.34% | -10.0% |
| Q3 2022 | $21,611,000 | -6.9% | 325,320 | +0.4% | 0.38% | -4.5% |
| Q2 2022 | $23,215,000 | -8.8% | 324,100 | +0.5% | 0.40% | +5.0% |
| Q1 2022 | $25,448,000 | -4.4% | 322,576 | -2.0% | 0.38% | -18.6% |
| Q4 2021 | $26,617,000 | +5.7% | 329,292 | -2.9% | 0.47% | -3.3% |
| Q3 2021 | $25,175,000 | -9.2% | 339,099 | -7.5% | 0.48% | -12.3% |
| Q2 2021 | $27,727,000 | +2.1% | 366,664 | -1.6% | 0.55% | -3.5% |
| Q1 2021 | $27,165,000 | +13.5% | 372,533 | -0.1% | 0.57% | +3.4% |
| Q4 2020 | $23,925,000 | +23.2% | 373,010 | +6.2% | 0.55% | +9.3% |
| Q3 2020 | $19,414,000 | +5.3% | 351,074 | -1.4% | 0.50% | -5.4% |
| Q2 2020 | $18,429,000 | +12.5% | 356,117 | -2.2% | 0.53% | +0.2% |
| Q1 2020 | $16,386,000 | -26.6% | 364,305 | -5.4% | 0.53% | -5.3% |
| Q4 2019 | $22,316,000 | +5.2% | 385,291 | -0.5% | 0.56% | -16.6% |
| Q3 2019 | $21,217,000 | +1.2% | 387,316 | -1.9% | 0.68% | +1.7% |
| Q2 2019 | $20,960,000 | +5519.3% | 394,941 | +5442.3% | 0.66% | +4050.0% |
| Q1 2019 | $373,000 | – | 7,126 | – | 0.02% | – |
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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% |