SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 198 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 1.60 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $121,000 | +245.7% | 1,636 | +254.9% | 0.02% | +200.0% |
Q2 2021 | $35,000 | +45.8% | 461 | +41.8% | 0.01% | +150.0% |
Q1 2021 | $24,000 | -87.6% | 325 | -89.2% | 0.00% | -87.5% |
Q4 2020 | $194,000 | +321.7% | 3,021 | +266.2% | 0.02% | +300.0% |
Q3 2020 | $46,000 | +170.6% | 825 | +153.8% | 0.00% | +100.0% |
Q2 2020 | $17,000 | -29.2% | 325 | -38.1% | 0.00% | -33.3% |
Q1 2020 | $24,000 | +26.3% | 525 | +61.5% | 0.00% | +50.0% |
Q4 2019 | $19,000 | -45.7% | 325 | -48.5% | 0.00% | -50.0% |
Q3 2019 | $35,000 | +105.9% | 631 | +94.2% | 0.00% | +100.0% |
Q2 2019 | $17,000 | +70.0% | 325 | +61.7% | 0.00% | +100.0% |
Q1 2019 | $10,000 | -69.7% | 201 | -71.3% | 0.00% | -80.0% |
Q4 2018 | $33,000 | +200.0% | 700 | +250.0% | 0.01% | +150.0% |
Q3 2018 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $10,000 | -99.9% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $9,806,000 | -4.2% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $10,234,000 | +9.3% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $9,360,000 | -74.2% | 200 | -77.8% | 0.00% | -77.8% |
Q1 2016 | $36,310,000 | – | 901 | – | 0.01% | – |
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% |