SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 771 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.93 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,948,216 | -5.8% | 55,796 | -3.3% | 0.15% | -4.4% |
| Q2 2023 | $4,189,385 | -0.6% | 57,688 | +0.1% | 0.16% | -7.5% |
| Q1 2023 | $4,216,274 | +125.2% | 57,629 | +132.5% | 0.17% | +84.0% |
| Q4 2022 | $1,872,251 | +3.8% | 24,784 | -8.7% | 0.09% | 0.0% |
| Q3 2022 | $1,804,000 | +6.2% | 27,157 | +14.5% | 0.09% | +8.0% |
| Q2 2022 | $1,698,000 | -19.8% | 23,708 | -11.7% | 0.09% | -2.2% |
| Q1 2022 | $2,118,000 | +34.1% | 26,846 | +37.5% | 0.09% | +30.9% |
| Q4 2021 | $1,579,000 | +64.3% | 19,529 | +50.9% | 0.07% | +41.7% |
| Q3 2021 | $961,000 | +0.6% | 12,941 | +2.6% | 0.05% | 0.0% |
| Q2 2021 | $955,000 | +11.2% | 12,611 | +7.1% | 0.05% | -5.9% |
| Q1 2021 | $859,000 | +7058.3% | 11,777 | +5157.6% | 0.05% | +920.0% |
| Q3 2020 | $12,000 | – | 224 | – | 0.01% | – |
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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% |