SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 680 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $354 | -4.8% | 4,549 | -1.5% | 0.02% | -7.7% |
| Q1 2024 | $372 | -0.3% | 4,616 | -5.7% | 0.03% | -7.1% |
| Q4 2023 | $373 | +15.5% | 4,893 | +7.3% | 0.03% | +7.7% |
| Q3 2023 | $323 | -0.6% | 4,561 | +1.8% | 0.03% | +4.0% |
| Q2 2023 | $325 | +17.8% | 4,479 | +18.9% | 0.02% | +13.6% |
| Q1 2023 | $276 | -10.1% | 3,768 | -7.1% | 0.02% | -15.4% |
| Q4 2022 | $307 | -99.9% | 4,058 | +12.3% | 0.03% | +13.0% |
| Q3 2022 | $240,000 | -8.0% | 3,614 | -1.0% | 0.02% | 0.0% |
| Q2 2022 | $261,000 | -1.9% | 3,649 | +8.1% | 0.02% | +9.5% |
| Q1 2022 | $266,000 | -33.5% | 3,375 | -31.9% | 0.02% | -32.3% |
| Q4 2021 | $400,000 | +20.8% | 4,954 | +11.2% | 0.03% | +10.7% |
| Q3 2021 | $331,000 | -35.9% | 4,457 | -34.7% | 0.03% | -34.9% |
| Q2 2021 | $516,000 | +64.9% | 6,829 | +59.3% | 0.04% | +65.4% |
| Q1 2021 | $313,000 | +10.2% | 4,287 | -3.2% | 0.03% | -3.7% |
| Q4 2020 | $284,000 | +24.6% | 4,431 | +7.5% | 0.03% | 0.0% |
| Q3 2020 | $228,000 | -27.6% | 4,121 | -32.3% | 0.03% | -30.8% |
| Q2 2020 | $315,000 | -12.7% | 6,085 | -24.2% | 0.04% | -27.8% |
| Q1 2020 | $361,000 | +2.8% | 8,031 | +32.4% | 0.05% | +22.7% |
| Q4 2019 | $351,000 | +2.6% | 6,068 | -2.7% | 0.04% | -6.4% |
| Q3 2019 | $342,000 | +16.3% | 6,238 | +12.8% | 0.05% | +14.6% |
| Q2 2019 | $294,000 | -66.9% | 5,532 | -67.4% | 0.04% | -68.0% |
| Q1 2019 | $888,000 | +32.1% | 16,991 | +18.7% | 0.13% | +18.5% |
| Q4 2018 | $672,000 | +25.1% | 14,317 | +41.3% | 0.11% | +33.3% |
| Q3 2018 | $537,000 | +23.4% | 10,134 | +14.9% | 0.08% | +17.4% |
| Q2 2018 | $435,000 | +3.6% | 8,819 | +2.9% | 0.07% | +1.5% |
| Q1 2018 | $420,000 | +5.3% | 8,568 | +10.0% | 0.07% | +6.2% |
| Q4 2017 | $399,000 | +89.1% | 7,788 | +72.9% | 0.06% | +77.8% |
| Q3 2017 | $211,000 | +5.5% | 4,505 | +1.4% | 0.04% | +2.9% |
| Q2 2017 | $200,000 | – | 4,443 | – | 0.04% | – |
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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% |