SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,968 | -31.2% | 70,210 | -29.4% | 1.23% | -27.2% |
| Q2 2023 | $7,226 | +0.4% | 99,499 | +1.1% | 1.69% | -6.3% |
| Q1 2023 | $7,198 | -4.7% | 98,385 | -1.6% | 1.81% | -10.1% |
| Q4 2022 | $7,555 | -99.9% | 100,014 | -1.8% | 2.01% | -27.7% |
| Q3 2022 | $6,769,000 | -3.8% | 101,898 | +3.8% | 2.78% | +2.2% |
| Q2 2022 | $7,033,000 | -9.7% | 98,189 | -0.5% | 2.72% | +5.3% |
| Q1 2022 | $7,787,000 | -9.0% | 98,701 | -6.7% | 2.58% | -0.8% |
| Q4 2021 | $8,553,000 | +9.0% | 105,819 | +0.1% | 2.60% | 0.0% |
| Q3 2021 | $7,846,000 | -0.8% | 105,683 | +1.0% | 2.60% | +1.0% |
| Q2 2021 | $7,909,000 | +14.8% | 104,588 | +10.7% | 2.58% | -12.6% |
| Q1 2021 | $6,891,000 | +16.9% | 94,502 | +2.9% | 2.95% | +8.6% |
| Q4 2020 | $5,893,000 | +14.8% | 91,873 | -1.0% | 2.71% | +2.4% |
| Q3 2020 | $5,133,000 | +11.3% | 92,816 | +4.2% | 2.65% | +3.1% |
| Q2 2020 | $4,610,000 | +16.9% | 89,077 | +1.6% | 2.57% | -2.5% |
| Q1 2020 | $3,944,000 | -19.1% | 87,677 | +4.2% | 2.64% | +4.9% |
| Q4 2019 | $4,875,000 | +9.0% | 84,174 | +3.1% | 2.52% | +0.0% |
| Q3 2019 | $4,471,000 | +5.4% | 81,626 | +2.1% | 2.51% | +2.4% |
| Q2 2019 | $4,241,000 | +2.3% | 79,922 | +0.8% | 2.46% | -1.4% |
| Q1 2019 | $4,146,000 | +14.3% | 79,307 | +2.7% | 2.49% | -2.0% |
| Q4 2018 | $3,627,000 | -8.1% | 77,220 | +3.7% | 2.54% | +7.2% |
| Q3 2018 | $3,948,000 | +10.1% | 74,485 | +2.4% | 2.37% | +3.5% |
| Q2 2018 | $3,585,000 | -9.0% | 72,726 | -9.5% | 2.29% | -12.2% |
| Q1 2018 | $3,939,000 | +2.3% | 80,330 | +6.7% | 2.61% | +7.2% |
| Q4 2017 | $3,852,000 | +19.9% | 75,270 | +9.6% | 2.43% | +7.4% |
| Q3 2017 | $3,214,000 | +654.5% | 68,685 | +627.6% | 2.26% | +545.0% |
| Q2 2017 | $426,000 | – | 9,440 | – | 0.35% | – |
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% |