SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 520 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $9 | -99.0% | 125 | -99.0% | 0.00% | -98.9% |
Q1 2023 | $940 | +2086.0% | 12,852 | +2170.7% | 0.18% | +1911.1% |
Q4 2022 | $43 | -99.6% | 566 | +287.7% | 0.01% | +350.0% |
Q3 2022 | $10,000 | -92.3% | 146 | -92.0% | 0.00% | -93.8% |
Q2 2022 | $130,000 | -2.3% | 1,815 | +7.8% | 0.03% | +10.3% |
Q1 2022 | $133,000 | -2.2% | 1,683 | +0.3% | 0.03% | 0.0% |
Q4 2021 | $136,000 | +16.2% | 1,678 | +6.7% | 0.03% | +7.4% |
Q3 2021 | $117,000 | 0.0% | 1,572 | +1.7% | 0.03% | -10.0% |
Q2 2021 | $117,000 | +4.5% | 1,546 | +0.3% | 0.03% | 0.0% |
Q1 2021 | $112,000 | +14.3% | 1,541 | +0.4% | 0.03% | +11.1% |
Q4 2020 | $98,000 | +15.3% | 1,535 | +0.4% | 0.03% | -10.0% |
Q3 2020 | $85,000 | +7.6% | 1,529 | +0.5% | 0.03% | +11.1% |
Q2 2020 | $79,000 | +16.2% | 1,522 | +0.5% | 0.03% | -6.9% |
Q1 2020 | $68,000 | -1.4% | 1,515 | +27.2% | 0.03% | +26.1% |
Q4 2019 | $69,000 | +15.0% | 1,191 | +8.3% | 0.02% | +4.5% |
Q3 2019 | $60,000 | +87.5% | 1,100 | +83.3% | 0.02% | +83.3% |
Q2 2019 | $32,000 | +540.0% | 600 | +482.5% | 0.01% | +500.0% |
Q1 2019 | $5,000 | -50.0% | 103 | -49.0% | 0.00% | -66.7% |
Q4 2018 | $10,000 | +100.0% | 202 | +102.0% | 0.01% | +200.0% |
Q3 2018 | $5,000 | +66.7% | 100 | +17.6% | 0.00% | 0.0% |
Q4 2016 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $3,000 | – | 85 | – | 0.00% | – |
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% |