SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 523 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,976,348 | -3.6% | 25,416 | 0.0% | 0.56% | -23.3% |
Q1 2024 | $2,049,292 | +19.5% | 25,416 | +12.8% | 0.74% | +8.4% |
Q4 2023 | $1,715,133 | +18.8% | 22,529 | +10.4% | 0.68% | +7.4% |
Q3 2023 | $1,444,141 | +8.3% | 20,409 | +11.1% | 0.63% | +18.8% |
Q2 2023 | $1,333,594 | -0.7% | 18,364 | 0.0% | 0.53% | -2.9% |
Q1 2023 | $1,343,510 | -3.2% | 18,364 | 0.0% | 0.55% | -4.4% |
Q4 2022 | $1,387,217 | +23.4% | 18,364 | +8.6% | 0.57% | +11.7% |
Q3 2022 | $1,124,000 | -7.3% | 16,916 | 0.0% | 0.51% | -1.2% |
Q2 2022 | $1,212,000 | -12.6% | 16,916 | -3.7% | 0.52% | +2.2% |
Q1 2022 | $1,386,000 | -2.4% | 17,571 | 0.0% | 0.51% | +7.2% |
Q4 2021 | $1,420,000 | +27.1% | 17,571 | +16.8% | 0.47% | +14.5% |
Q3 2021 | $1,117,000 | -1.8% | 15,049 | 0.0% | 0.41% | -10.2% |
Q2 2021 | $1,138,000 | +2.2% | 15,049 | -1.5% | 0.46% | -5.7% |
Q1 2021 | $1,114,000 | +13.1% | 15,279 | -0.5% | 0.49% | +4.1% |
Q4 2020 | $985,000 | +17.3% | 15,356 | +1.1% | 0.47% | +1.1% |
Q3 2020 | $840,000 | +6.9% | 15,196 | 0.0% | 0.46% | -13.1% |
Q2 2020 | $786,000 | +14.9% | 15,196 | 0.0% | 0.53% | -4.6% |
Q1 2020 | $684,000 | -22.7% | 15,196 | -0.6% | 0.56% | -3.8% |
Q4 2019 | $885,000 | +5.7% | 15,283 | 0.0% | 0.58% | -0.7% |
Q3 2019 | $837,000 | +14.2% | 15,283 | +10.7% | 0.59% | +17.2% |
Q2 2019 | $733,000 | +1.5% | 13,808 | 0.0% | 0.50% | +9.6% |
Q1 2019 | $722,000 | +20.5% | 13,808 | +8.4% | 0.46% | +4.3% |
Q4 2018 | $599,000 | -11.3% | 12,743 | 0.0% | 0.44% | +13.2% |
Q3 2018 | $675,000 | +7.5% | 12,743 | 0.0% | 0.39% | +6.9% |
Q2 2018 | $628,000 | +0.5% | 12,743 | 0.0% | 0.36% | +16.5% |
Q1 2018 | $625,000 | -4.1% | 12,743 | 0.0% | 0.31% | -1.6% |
Q4 2017 | $652,000 | +109.6% | 12,743 | +91.8% | 0.32% | +104.5% |
Q3 2017 | $311,000 | +3.7% | 6,643 | 0.0% | 0.15% | +0.7% |
Q2 2017 | $300,000 | +1.4% | 6,643 | 0.0% | 0.15% | +3.4% |
Q1 2017 | $296,000 | +2.4% | 6,643 | 0.0% | 0.15% | -3.3% |
Q4 2016 | $289,000 | – | 6,643 | – | 0.15% | – |
Download |
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% |