SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 395 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,091,537 | -3.6% | 14,037 | 0.0% | 0.27% | -0.4% |
| Q1 2024 | $1,131,824 | +6.0% | 14,037 | +0.1% | 0.27% | -2.9% |
| Q4 2023 | $1,068,010 | +26.6% | 14,029 | +17.7% | 0.28% | +11.7% |
| Q3 2023 | $843,741 | -2.4% | 11,924 | +0.1% | 0.25% | +0.8% |
| Q2 2023 | $864,774 | +1.2% | 11,908 | +1.9% | 0.24% | -5.0% |
| Q1 2023 | $854,892 | -17.6% | 11,685 | -15.0% | 0.26% | -21.1% |
| Q4 2022 | $1,037,911 | +69.9% | 13,740 | +49.5% | 0.33% | +48.6% |
| Q3 2022 | $611,000 | +11.5% | 9,191 | +20.2% | 0.22% | +15.8% |
| Q2 2022 | $548,000 | +16.6% | 7,644 | +28.4% | 0.19% | +28.4% |
| Q1 2022 | $470,000 | -2.3% | 5,952 | 0.0% | 0.15% | 0.0% |
| Q4 2021 | $481,000 | +6.7% | 5,952 | -2.1% | 0.15% | -5.1% |
| Q3 2021 | $451,000 | -57.8% | 6,078 | -57.0% | 0.16% | -44.1% |
| Q2 2021 | $1,068,000 | +76.8% | 14,130 | +70.7% | 0.28% | +18.2% |
| Q1 2021 | $604,000 | +3.4% | 8,279 | -9.1% | 0.24% | -8.9% |
| Q4 2020 | $584,000 | +16.1% | 9,103 | 0.0% | 0.26% | -3.7% |
| Q3 2020 | $503,000 | +8.4% | 9,103 | +1.4% | 0.27% | -2.5% |
| Q2 2020 | $464,000 | +14.9% | 8,973 | 0.0% | 0.28% | -11.3% |
| Q1 2020 | $404,000 | +33.3% | 8,973 | +71.6% | 0.31% | +57.1% |
| Q4 2019 | $303,000 | +5.2% | 5,229 | -0.6% | 0.20% | -2.9% |
| Q3 2019 | $288,000 | +3.6% | 5,261 | +0.5% | 0.20% | 0.0% |
| Q2 2019 | $278,000 | +1.1% | 5,233 | -0.5% | 0.20% | +3.0% |
| Q1 2019 | $275,000 | +17.0% | 5,261 | +5.2% | 0.20% | -3.4% |
| Q4 2018 | $235,000 | +64.3% | 5,001 | +84.8% | 0.20% | +78.3% |
| Q3 2018 | $143,000 | +25.4% | 2,706 | +17.5% | 0.12% | +13.9% |
| Q2 2018 | $114,000 | -5.8% | 2,303 | -6.5% | 0.10% | -9.8% |
| Q1 2018 | $121,000 | -3.2% | 2,464 | +0.5% | 0.11% | -2.6% |
| Q4 2017 | $125,000 | – | 2,451 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |