SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,148,239 | +53.8% | 214,079 | +57.8% | 0.41% | +55.3% |
Q2 2023 | $9,850,207 | -5.0% | 135,640 | -4.3% | 0.26% | -8.7% |
Q1 2023 | $10,365,836 | +32.5% | 141,687 | +36.8% | 0.29% | +19.6% |
Q4 2022 | $7,823,066 | +22.4% | 103,562 | +7.6% | 0.24% | +6.2% |
Q3 2022 | $6,393,000 | -13.9% | 96,230 | -7.1% | 0.23% | -11.0% |
Q2 2022 | $7,421,000 | +9.5% | 103,597 | +20.6% | 0.25% | +27.6% |
Q1 2022 | $6,777,000 | +25.8% | 85,898 | +28.9% | 0.20% | +28.4% |
Q4 2021 | $5,386,000 | +37.4% | 66,638 | +26.2% | 0.16% | +24.0% |
Q3 2021 | $3,921,000 | +1.8% | 52,820 | +3.7% | 0.12% | +3.3% |
Q2 2021 | $3,850,000 | +22.8% | 50,918 | +18.4% | 0.12% | +4.3% |
Q1 2021 | $3,135,000 | +22.4% | 42,988 | +7.6% | 0.12% | +12.6% |
Q4 2020 | $2,561,000 | +35.8% | 39,936 | +17.1% | 0.10% | +15.7% |
Q3 2020 | $1,886,000 | +40.6% | 34,100 | +31.6% | 0.09% | +20.3% |
Q2 2020 | $1,341,000 | +90.8% | 25,914 | +65.7% | 0.07% | +60.9% |
Q1 2020 | $703,000 | -23.3% | 15,638 | -1.2% | 0.05% | -4.2% |
Q4 2019 | $917,000 | +91.4% | 15,832 | +75.5% | 0.05% | +65.5% |
Q3 2019 | $479,000 | 0.0% | 9,019 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $479,000 | +538.7% | 9,019 | +532.0% | 0.03% | +480.0% |
Q1 2019 | $75,000 | +257.1% | 1,427 | +218.5% | 0.01% | +150.0% |
Q4 2018 | $21,000 | -93.9% | 448 | -93.2% | 0.00% | -92.0% |
Q3 2018 | $347,000 | -36.6% | 6,552 | -38.5% | 0.02% | -40.5% |
Q2 2018 | $547,000 | +10840.0% | 10,655 | +10449.5% | 0.04% | – |
Q1 2018 | $5,000 | 0.0% | 101 | -2.9% | 0.00% | -100.0% |
Q3 2017 | $5,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $5,000 | +150.0% | 104 | +89.1% | 0.00% | – |
Q3 2016 | $2,000 | -95.6% | 55 | -94.9% | 0.00% | -100.0% |
Q2 2016 | $45,000 | – | 1,075 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 220,012 | $15,568,050 | 54.37% |
Keystone Financial Planning, Inc. | 1,680,787 | $118,932,500 | 41.55% |
CGC Financial Services, LLC | 674,274 | $47,711,653 | 33.36% |
Kellett Wealth Advisors, LLC | 415,824 | $29,423,721 | 25.21% |
Reitz Capital Advisors LLC | 182,801 | $12,854,578 | 24.55% |
Rezny Wealth Management, Inc. | 900,063 | $63,688,458 | 22.42% |
Walker Financial Services, Inc. | 318,384 | $22,528,836 | 21.89% |
Dechtman Wealth Management, LLC | 997,308 | $70,570 | 20.90% |
Wealth Management Solutions, LLC | 413,874 | $29,285,743 | 20.08% |
HHM Wealth Advisors, LLC | 1,443,765 | $102,160,873 | 19.96% |