SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,446,406 | +336.6% | 60,776 | +350.8% | 5.27% | +481.3% |
| Q4 2022 | $1,018,440 | -4.6% | 13,482 | -16.1% | 0.91% | -24.2% |
| Q3 2022 | $1,068,000 | -13.7% | 16,070 | -7.0% | 1.20% | -35.9% |
| Q2 2022 | $1,238,000 | -12.5% | 17,278 | -3.7% | 1.87% | +98.6% |
| Q1 2022 | $1,415,000 | -1.4% | 17,934 | +1.0% | 0.94% | +9.8% |
| Q4 2021 | $1,435,000 | +115.5% | 17,753 | +97.9% | 0.86% | +122.9% |
| Q3 2021 | $666,000 | -19.7% | 8,970 | -18.2% | 0.38% | -17.6% |
| Q2 2021 | $829,000 | +7.4% | 10,960 | +3.6% | 0.47% | +4.7% |
| Q1 2021 | $772,000 | +2.1% | 10,581 | -22.6% | 0.44% | +3.2% |
| Q3 2020 | $756,000 | +8.0% | 13,665 | +1.0% | 0.43% | -26.5% |
| Q2 2020 | $700,000 | +15.9% | 13,535 | +0.8% | 0.59% | -5.8% |
| Q1 2020 | $604,000 | -21.6% | 13,422 | +1.0% | 0.62% | +16.7% |
| Q4 2019 | $770,000 | +7.5% | 13,295 | +1.7% | 0.53% | -3.3% |
| Q3 2019 | $716,000 | +3.9% | 13,079 | +0.7% | 0.55% | +36.4% |
| Q2 2019 | $689,000 | +1.5% | 12,982 | 0.0% | 0.40% | -8.0% |
| Q1 2019 | $679,000 | +11.3% | 12,982 | -0.1% | 0.44% | -14.9% |
| Q4 2018 | $610,000 | -14.0% | 12,995 | -2.9% | 0.52% | -25.4% |
| Q3 2018 | $709,000 | +8.2% | 13,385 | +0.8% | 0.69% | -7.5% |
| Q2 2018 | $655,000 | +0.5% | 13,282 | 0.0% | 0.75% | -6.1% |
| Q1 2018 | $652,000 | -3.6% | 13,282 | +0.5% | 0.80% | -6.9% |
| Q4 2017 | $676,000 | -45.0% | 13,216 | -49.7% | 0.86% | -19.6% |
| Q3 2017 | $1,230,000 | +109.2% | 26,270 | +101.3% | 1.06% | +34.1% |
| Q2 2017 | $588,000 | +5.0% | 13,048 | +1.5% | 0.79% | -20.9% |
| Q4 2016 | $560,000 | +30.2% | 12,855 | +26.6% | 1.00% | +85.6% |
| Q3 2016 | $430,000 | – | 10,156 | – | 0.54% | – |
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% |