Equitable Holdings, Inc. - SCHWAB STRATEGIC TR ownership

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
Equitable Holdings, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$23,203,124
-2.9%
327,913
-0.3%
0.33%
-2.9%
Q2 2023$23,887,114
+16.8%
328,933
+17.7%
0.34%
+4.9%
Q1 2023$20,444,269
-2.7%
279,446
+0.5%
0.33%
-10.7%
Q4 2022$21,006,088
+54.9%
278,079
+36.2%
0.37%
+38.1%
Q3 2022$13,558,000
+44.2%
204,097
+55.5%
0.26%
+48.0%
Q2 2022$9,399,000
+19.1%
131,219
+31.1%
0.18%
+38.8%
Q1 2022$7,894,000
+46.2%
100,065
+49.8%
0.13%
+51.8%
Q4 2021$5,399,000
+0.2%
66,791
-8.0%
0.08%
-7.6%
Q3 2021$5,389,000
-1.1%
72,593
+0.7%
0.09%
-2.1%
Q2 2021$5,450,000
+22.6%
72,070
+18.2%
0.09%0.0%
Q1 2021$4,445,000
+35.4%
60,955
+19.1%
0.09%
+25.3%
Q4 2020$3,282,000
+130.8%
51,167
+99.0%
0.08%
+102.7%
Q3 2020$1,422,000
+35.7%
25,708
+27.0%
0.04%
+23.3%
Q2 2020$1,048,000
+37.5%
20,245
+19.6%
0.03%
+11.1%
Q1 2020$762,000
+11.4%
16,934
+43.3%
0.03%
+35.0%
Q4 2019$684,00011,8170.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,479,869$108,267,25136.83%
Kellett Wealth Advisors, LLC 456,560$33,401,96332.12%
Rezny Wealth Management, Inc. 884,342$64,698,46123.87%
Davidson Capital Management Inc. 535,358$39,166,79223.79%
Reitz Capital Advisors LLC 326,942$23,919,08922.07%
HHM Wealth Advisors, LLC 1,344,131$98,336,60620.08%
Walker Financial Services, Inc. 265,028$19,389,47619.98%
Whelan Financial 486,301$35,577,78019.73%
WFA Asset Management Corp 424,139$31,030,04519.04%
Wealth Management Solutions, LLC 452,105$33,075,96919.04%
View complete list of SCHWAB STRATEGIC TR shareholders