SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 680 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,360,529 | +10.2% | 57,725 | -3.1% | 0.36% | +0.8% |
| Q3 2022 | $3,957,000 | -8.1% | 59,559 | -1.0% | 0.35% | -4.8% |
| Q2 2022 | $4,308,000 | -4.9% | 60,146 | +4.7% | 0.37% | +5.7% |
| Q1 2022 | $4,531,000 | -10.2% | 57,426 | -8.0% | 0.35% | -7.6% |
| Q4 2021 | $5,044,000 | -3.8% | 62,401 | -11.7% | 0.38% | -10.8% |
| Q3 2021 | $5,245,000 | +16.5% | 70,648 | +18.7% | 0.43% | +16.3% |
| Q2 2021 | $4,501,000 | +678.7% | 59,524 | +651.3% | 0.37% | +619.6% |
| Q1 2021 | $578,000 | -79.0% | 7,923 | -81.0% | 0.05% | -58.9% |
| Q4 2020 | $2,750,000 | -44.4% | 41,786 | -53.3% | 0.12% | -75.1% |
| Q3 2020 | $4,946,000 | +79.0% | 89,448 | +67.5% | 0.50% | +67.9% |
| Q2 2020 | $2,763,000 | +48.2% | 53,388 | +28.8% | 0.30% | +23.3% |
| Q1 2020 | $1,865,000 | -39.2% | 41,457 | -21.7% | 0.24% | -29.4% |
| Q4 2019 | $3,068,000 | +26.3% | 52,967 | +19.5% | 0.34% | +16.0% |
| Q3 2019 | $2,429,000 | -25.5% | 44,334 | -27.9% | 0.29% | -24.5% |
| Q2 2019 | $3,262,000 | -37.2% | 61,469 | -38.1% | 0.39% | -35.4% |
| Q1 2019 | $5,192,000 | +313.7% | 99,309 | +271.6% | 0.60% | +271.0% |
| Q4 2018 | $1,255,000 | -76.3% | 26,722 | -73.3% | 0.16% | -74.2% |
| Q3 2018 | $5,299,000 | +39.3% | 99,973 | +29.6% | 0.63% | +33.3% |
| Q2 2018 | $3,803,000 | +1590.2% | 77,163 | +1585.1% | 0.47% | +1582.1% |
| Q1 2018 | $225,000 | -95.6% | 4,579 | -95.5% | 0.03% | -95.5% |
| Q4 2017 | $5,163,000 | +947.3% | 100,906 | +858.5% | 0.62% | +909.8% |
| Q3 2017 | $493,000 | -82.8% | 10,527 | -83.4% | 0.06% | -83.2% |
| Q2 2017 | $2,859,000 | -38.2% | 63,402 | -38.9% | 0.36% | -39.2% |
| Q1 2017 | $4,626,000 | +28.2% | 103,760 | +25.3% | 0.60% | +7.5% |
| Q4 2016 | $3,608,000 | +1.9% | 82,812 | -1.1% | 0.56% | +4.5% |
| Q3 2016 | $3,542,000 | -36.1% | 83,723 | -37.4% | 0.53% | -38.0% |
| Q2 2016 | $5,539,000 | +7.5% | 133,660 | +4.0% | 0.86% | +3.7% |
| Q1 2016 | $5,151,000 | – | 128,487 | – | 0.83% | – |
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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% |