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 | $740,857 | -3.0% | 10,470 | -0.4% | 0.36% | +0.8% |
| Q2 2023 | $763,599 | +98683.8% | 10,515 | -0.5% | 0.36% | +2.0% |
| Q1 2023 | $773 | -0.9% | 10,570 | +2.3% | 0.35% | -2.7% |
| Q4 2022 | $780 | -99.9% | 10,330 | 0.0% | 0.36% | +6.4% |
| Q3 2022 | $686,000 | +4.9% | 10,330 | +13.1% | 0.34% | +14.8% |
| Q2 2022 | $654,000 | -3.7% | 9,130 | +6.0% | 0.30% | +11.2% |
| Q1 2022 | $679,000 | +3.8% | 8,610 | +6.5% | 0.27% | +8.1% |
| Q4 2021 | $654,000 | +12.4% | 8,085 | +3.2% | 0.25% | +3.3% |
| Q3 2021 | $582,000 | -3.5% | 7,835 | -1.8% | 0.24% | +2.1% |
| Q2 2021 | $603,000 | +18.9% | 7,975 | +14.7% | 0.24% | +9.3% |
| Q1 2021 | $507,000 | +38.9% | 6,950 | +22.3% | 0.22% | +31.1% |
| Q4 2020 | $365,000 | +52.1% | 5,685 | +31.1% | 0.16% | +40.2% |
| Q3 2020 | $240,000 | +2.6% | 4,335 | -4.0% | 0.12% | -7.1% |
| Q2 2020 | $234,000 | -83.7% | 4,515 | -82.6% | 0.13% | -84.6% |
| Q1 2020 | $1,433,000 | +394.1% | 25,925 | +416.9% | 0.82% | +523.7% |
| Q4 2019 | $290,000 | +15.1% | 5,015 | +9.0% | 0.13% | +8.3% |
| Q3 2019 | $252,000 | -1.9% | 4,600 | -5.1% | 0.12% | -1.6% |
| Q2 2019 | $257,000 | +7.5% | 4,845 | +5.8% | 0.12% | +5.1% |
| Q1 2019 | $239,000 | +7.2% | 4,580 | -3.4% | 0.12% | -3.3% |
| Q4 2018 | $223,000 | -49.8% | 4,740 | -45.4% | 0.12% | -41.5% |
| Q4 2017 | $444,000 | -20.9% | 8,680 | -27.6% | 0.21% | -22.5% |
| Q3 2017 | $561,000 | – | 11,990 | – | 0.27% | – |
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% |