SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,113,000 | -8.1% | 15,533 | +0.9% | 0.08% | +440.0% |
| Q1 2022 | $1,211,000 | -0.9% | 15,393 | +1.8% | 0.02% | -81.5% |
| Q4 2021 | $1,222,000 | +6.4% | 15,123 | -2.2% | 0.08% | +2.5% |
| Q3 2021 | $1,148,000 | -7.6% | 15,462 | -5.9% | 0.08% | -9.2% |
| Q2 2021 | $1,242,000 | -0.6% | 16,424 | -4.1% | 0.09% | -9.4% |
| Q1 2021 | $1,249,000 | +23.2% | 17,122 | +8.4% | 0.10% | +15.7% |
| Q4 2020 | $1,014,000 | -21.8% | 15,802 | -32.6% | 0.08% | -30.3% |
| Q3 2020 | $1,297,000 | +16.1% | 23,447 | +8.6% | 0.12% | +15.5% |
| Q2 2020 | $1,117,000 | +10.8% | 21,584 | -3.7% | 0.10% | -37.2% |
| Q1 2020 | $1,008,000 | +116.3% | 22,408 | +178.6% | 0.16% | +118.7% |
| Q4 2019 | $466,000 | -36.3% | 8,043 | -39.7% | 0.08% | -30.6% |
| Q3 2019 | $731,000 | -5.6% | 13,341 | -8.5% | 0.11% | -5.3% |
| Q2 2019 | $774,000 | -50.3% | 14,578 | -51.0% | 0.11% | -46.0% |
| Q1 2019 | $1,556,000 | -21.1% | 29,765 | -29.1% | 0.21% | -29.4% |
| Q4 2018 | $1,973,000 | +14.7% | 41,998 | +29.4% | 0.30% | +82.3% |
| Q3 2018 | $1,720,000 | -36.9% | 32,446 | -41.3% | 0.16% | -57.9% |
| Q2 2018 | $2,724,000 | +24.9% | 55,257 | +24.2% | 0.39% | +27.9% |
| Q1 2018 | $2,181,000 | +5.3% | 44,489 | +9.9% | 0.30% | -8.1% |
| Q4 2017 | $2,071,000 | -6.9% | 40,474 | -14.8% | 0.33% | +3.8% |
| Q3 2017 | $2,224,000 | -57.6% | 47,530 | -59.1% | 0.32% | -60.1% |
| Q2 2017 | $5,241,000 | +5.1% | 116,206 | +3.9% | 0.80% | +5.1% |
| Q1 2017 | $4,986,000 | +69.9% | 111,846 | +66.1% | 0.76% | +59.0% |
| Q4 2016 | $2,934,000 | +7.9% | 67,331 | +4.7% | 0.48% | +16.2% |
| Q3 2016 | $2,720,000 | -55.6% | 64,282 | -56.5% | 0.41% | -57.9% |
| Q2 2016 | $6,122,000 | +65.6% | 147,732 | +60.2% | 0.98% | +217.2% |
| Q1 2016 | $3,696,000 | +14.5% | 92,201 | +10.2% | 0.31% | -40.3% |
| Q4 2015 | $3,227,000 | -0.8% | 83,689 | -7.5% | 0.52% | +0.8% |
| Q3 2015 | $3,254,000 | +26.0% | 90,520 | +34.2% | 0.51% | +29.5% |
| Q2 2015 | $2,583,000 | -4.9% | 67,455 | -2.2% | 0.40% | -8.9% |
| Q1 2015 | $2,717,000 | +29.3% | 68,946 | +30.8% | 0.44% | +10.1% |
| Q4 2014 | $2,101,000 | – | 52,728 | – | 0.40% | – |
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% |