SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 433 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $314,024 | -3.4% | 4,438 | -0.9% | 0.04% | -4.5% |
Q2 2023 | $325,206 | -28.8% | 4,478 | -28.2% | 0.04% | -34.3% |
Q1 2023 | $456,564 | +235.7% | 6,241 | +262.0% | 0.07% | +294.1% |
Q1 2022 | $136,000 | -2.2% | 1,724 | +0.6% | 0.02% | +6.2% |
Q4 2021 | $139,000 | +10.3% | 1,714 | +0.8% | 0.02% | -5.9% |
Q3 2021 | $126,000 | +20.0% | 1,701 | +22.5% | 0.02% | +21.4% |
Q2 2021 | $105,000 | +4.0% | 1,389 | +0.7% | 0.01% | -12.5% |
Q1 2021 | $101,000 | 0.0% | 1,380 | -12.2% | 0.02% | -5.9% |
Q4 2020 | $101,000 | +17.4% | 1,571 | +0.8% | 0.02% | +6.2% |
Q3 2020 | $86,000 | +14.7% | 1,559 | +7.8% | 0.02% | 0.0% |
Q2 2020 | $75,000 | +15.4% | 1,446 | +0.8% | 0.02% | -5.9% |
Q1 2020 | $65,000 | +441.7% | 1,435 | +617.5% | 0.02% | +466.7% |
Q4 2019 | $12,000 | +9.1% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $10,000 | +11.1% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $9,000 | -18.2% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $10,000 | – | 200 | – | 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% |