SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $74,728 | +25.4% | 961 | +30.0% | 0.01% | +20.0% |
| Q1 2024 | $59,586 | +5.9% | 739 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $56,261 | -7.9% | 739 | -14.4% | 0.01% | -16.7% |
| Q3 2023 | $61,066 | -2.6% | 863 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $62,672 | +26.0% | 863 | +26.9% | 0.01% | +20.0% |
| Q1 2023 | $49,749 | -3.1% | 680 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $51,367 | +14.1% | 680 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $45,000 | -8.2% | 680 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $49,000 | -22.2% | 680 | -15.0% | 0.01% | -16.7% |
| Q1 2022 | $63,000 | -26.7% | 800 | -24.9% | 0.01% | -25.0% |
| Q4 2021 | $86,000 | +8.9% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $79,000 | +229.2% | 1,065 | +239.2% | 0.01% | +100.0% |
| Q2 2021 | $24,000 | +1100.0% | 314 | +1156.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 25 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | -99.1% | 25 | -99.0% | 0.00% | -100.0% |
| Q2 2016 | $108,000 | +3.8% | 2,615 | +0.8% | 0.03% | -3.2% |
| Q1 2016 | $104,000 | +10300.0% | 2,594 | +10276.0% | 0.03% | – |
| Q4 2015 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | -100.0% |
| Q2 2015 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | – | 25 | – | 0.00% | – |
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% |