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 | $906,684 | -1.9% | 12,814 | +0.7% | 0.15% | 0.0% |
Q2 2023 | $924,200 | -0.1% | 12,727 | +0.7% | 0.15% | -7.3% |
Q1 2023 | $924,762 | +2.1% | 12,640 | +5.4% | 0.16% | 0.0% |
Q4 2022 | $905,880 | +13.9% | 11,992 | +0.2% | 0.16% | +1.2% |
Q3 2022 | $795,000 | -36.9% | 11,971 | -31.9% | 0.16% | -32.2% |
Q2 2022 | $1,259,000 | -12.3% | 17,575 | -3.4% | 0.24% | +10.1% |
Q1 2022 | $1,435,000 | -0.1% | 18,195 | +2.4% | 0.22% | -3.1% |
Q4 2021 | $1,436,000 | +65.2% | 17,766 | +51.7% | 0.22% | +48.3% |
Q3 2021 | $869,000 | -1.8% | 11,711 | +0.0% | 0.15% | 0.0% |
Q2 2021 | $885,000 | +4.9% | 11,708 | +1.1% | 0.15% | -1.9% |
Q1 2021 | $844,000 | +9.3% | 11,578 | -3.8% | 0.15% | +0.7% |
Q4 2020 | $772,000 | +26.4% | 12,039 | +8.9% | 0.15% | +7.0% |
Q3 2020 | $611,000 | +29.7% | 11,053 | +21.5% | 0.14% | -3.4% |
Q2 2020 | $471,000 | +20.5% | 9,099 | +4.6% | 0.15% | +9.6% |
Q1 2020 | $391,000 | -22.4% | 8,697 | +0.0% | 0.14% | 0.0% |
Q4 2019 | $504,000 | +15.6% | 8,694 | +9.4% | 0.14% | +6.3% |
Q3 2019 | $436,000 | +3.3% | 7,950 | 0.0% | 0.13% | +4.1% |
Q2 2019 | $422,000 | +1.4% | 7,950 | 0.0% | 0.12% | -2.4% |
Q1 2019 | $416,000 | +11.5% | 7,950 | 0.0% | 0.12% | +5.0% |
Q4 2018 | $373,000 | -11.4% | 7,950 | 0.0% | 0.12% | -1.7% |
Q3 2018 | $421,000 | +7.4% | 7,950 | 0.0% | 0.12% | -1.6% |
Q2 2018 | $392,000 | – | 7,950 | – | 0.12% | – |
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% |