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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $677,838 | +1.1% | 9,579 | +3.7% | 0.31% | +6.1% |
| Q2 2023 | $670,608 | -4.5% | 9,234 | -3.8% | 0.29% | -12.5% |
| Q1 2023 | $702,002 | -5.9% | 9,595 | -2.8% | 0.34% | -11.3% |
| Q4 2022 | $745,986 | +14.1% | 9,875 | +0.4% | 0.38% | +3.3% |
| Q3 2022 | $654,000 | -12.9% | 9,838 | -6.1% | 0.37% | -4.7% |
| Q2 2022 | $751,000 | -19.2% | 10,480 | -11.0% | 0.38% | -8.8% |
| Q1 2022 | $929,000 | -9.5% | 11,780 | -7.3% | 0.42% | -8.9% |
| Q4 2021 | $1,027,000 | +10.8% | 12,707 | +1.7% | 0.46% | +0.7% |
| Q3 2021 | $927,000 | -1.5% | 12,492 | +0.4% | 0.46% | -2.1% |
| Q2 2021 | $941,000 | -4.3% | 12,448 | -7.6% | 0.47% | -8.2% |
| Q1 2021 | $983,000 | +16.5% | 13,475 | +2.4% | 0.51% | +7.8% |
| Q4 2020 | $844,000 | +17.2% | 13,161 | +1.1% | 0.48% | +3.7% |
| Q3 2020 | $720,000 | +13.9% | 13,015 | +6.5% | 0.46% | +7.5% |
| Q2 2020 | $632,000 | +16.6% | 12,217 | +1.4% | 0.43% | +1.2% |
| Q1 2020 | $542,000 | -24.2% | 12,049 | -2.4% | 0.42% | +2.2% |
| Q4 2019 | $715,000 | -2.6% | 12,346 | -7.8% | 0.41% | -13.1% |
| Q3 2019 | $734,000 | +2.1% | 13,397 | -1.1% | 0.47% | +3.0% |
| Q2 2019 | $719,000 | -3.6% | 13,552 | -5.0% | 0.46% | -5.7% |
| Q1 2019 | $746,000 | +8.4% | 14,260 | -2.6% | 0.49% | -3.2% |
| Q4 2018 | $688,000 | -20.4% | 14,642 | -10.2% | 0.50% | -12.5% |
| Q3 2018 | $864,000 | -27.2% | 16,303 | -32.3% | 0.58% | -32.8% |
| Q2 2018 | $1,187,000 | -12.3% | 24,078 | -12.8% | 0.86% | -7.5% |
| Q1 2018 | $1,354,000 | -6.4% | 27,613 | -2.4% | 0.93% | -1.6% |
| Q4 2017 | $1,447,000 | +19.5% | 28,278 | +9.3% | 0.94% | +12.8% |
| Q3 2017 | $1,211,000 | +185.6% | 25,872 | +175.3% | 0.83% | +166.5% |
| Q2 2017 | $424,000 | +5.7% | 9,399 | +4.6% | 0.31% | +5.4% |
| Q1 2017 | $401,000 | -24.2% | 8,985 | -26.0% | 0.30% | -29.1% |
| Q4 2016 | $529,000 | +1.7% | 12,147 | -1.2% | 0.42% | -0.2% |
| Q3 2016 | $520,000 | +76.3% | 12,289 | +72.8% | 0.42% | +76.5% |
| Q2 2016 | $295,000 | +0.7% | 7,110 | -2.6% | 0.24% | -1.2% |
| Q1 2016 | $293,000 | +8.5% | 7,298 | +4.3% | 0.24% | +3.4% |
| Q4 2015 | $270,000 | -2.2% | 6,999 | -9.0% | 0.23% | -7.9% |
| Q3 2015 | $276,000 | -0.7% | 7,688 | +6.0% | 0.25% | +4.5% |
| Q2 2015 | $278,000 | -7.3% | 7,254 | -4.7% | 0.24% | -5.8% |
| Q1 2015 | $300,000 | -45.1% | 7,613 | -44.4% | 0.26% | +11.7% |
| Q4 2014 | $546,000 | +77.9% | 13,692 | +72.0% | 0.23% | -12.2% |
| Q3 2014 | $307,000 | -3.8% | 7,962 | -4.5% | 0.26% | -5.8% |
| Q2 2014 | $319,000 | – | 8,334 | – | 0.28% | – |
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% |