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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $479,954 | -1.7% | 6,172 | +1.9% | 0.09% | -7.4% |
| Q1 2024 | $488,316 | +6.1% | 6,056 | +0.2% | 0.09% | +2.2% |
| Q4 2023 | $460,128 | +5.3% | 6,044 | -2.2% | 0.09% | -5.2% |
| Q3 2023 | $437,130 | +69.1% | 6,178 | +80.5% | 0.10% | +56.5% |
| Q2 2023 | $258,498 | 0.0% | 3,422 | 0.0% | 0.06% | -1.6% |
| Q1 2023 | $258,498 | 0.0% | 3,422 | 0.0% | 0.06% | +1.6% |
| Q4 2022 | $258,498 | +22.5% | 3,422 | +13.3% | 0.06% | +14.8% |
| Q3 2022 | $211,000 | +35.3% | 3,021 | +39.7% | 0.05% | +38.5% |
| Q2 2022 | $156,000 | -23.5% | 2,162 | -16.5% | 0.04% | -17.0% |
| Q1 2022 | $204,000 | +12.1% | 2,588 | +14.7% | 0.05% | +6.8% |
| Q4 2021 | $182,000 | +9.0% | 2,256 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $167,000 | -2.3% | 2,256 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $171,000 | +3.6% | 2,256 | 0.0% | 0.04% | -6.2% |
| Q1 2021 | $165,000 | +42.2% | 2,256 | +24.7% | 0.05% | +29.7% |
| Q4 2020 | $116,000 | +50.6% | 1,809 | +30.0% | 0.04% | +146.7% |
| Q3 2020 | $77,000 | +79.1% | 1,392 | +68.5% | 0.02% | -6.2% |
| Q2 2020 | $43,000 | +186.7% | 826 | +154.9% | 0.02% | +128.6% |
| Q1 2020 | $15,000 | -21.1% | 324 | +1.2% | 0.01% | -12.5% |
| Q4 2019 | $19,000 | -24.0% | 320 | -31.0% | 0.01% | -11.1% |
| Q3 2019 | $25,000 | +4.2% | 464 | +0.9% | 0.01% | -10.0% |
| Q2 2019 | $24,000 | 0.0% | 460 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $24,000 | -80.0% | 460 | -82.1% | 0.01% | -83.1% |
| Q4 2018 | $120,000 | – | 2,563 | – | 0.06% | – |
Download | ||||||
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% |