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 | $6,243,877 | 0.0% | 77,439 | 0.0% | 1.02% | 0.0% |
| Q1 2024 | $6,243,877 | +9.1% | 77,439 | +3.1% | 1.02% | +0.2% |
| Q4 2023 | $5,720,782 | +13.6% | 75,145 | +5.5% | 1.01% | +3.6% |
| Q3 2023 | $5,037,696 | -32.6% | 71,194 | -30.8% | 0.98% | -29.5% |
| Q2 2023 | $7,475,115 | +10.1% | 102,935 | +6.0% | 1.39% | -34.1% |
| Q1 2023 | $6,790,898 | +28.6% | 97,138 | +39.9% | 2.11% | +24.9% |
| Q4 2022 | $5,281,083 | +212.9% | 69,442 | +173.2% | 1.69% | +154.8% |
| Q3 2022 | $1,688,000 | -11.2% | 25,422 | -4.1% | 0.66% | -39.3% |
| Q2 2022 | $1,900,000 | +42.1% | 26,520 | +56.4% | 1.09% | +59.8% |
| Q1 2022 | $1,337,000 | +17.3% | 16,952 | +20.2% | 0.68% | +2.7% |
| Q4 2021 | $1,140,000 | +52.4% | 14,108 | +40.1% | 0.66% | +94.2% |
| Q3 2021 | $748,000 | -9.1% | 10,069 | -7.4% | 0.34% | -5.0% |
| Q2 2021 | $823,000 | -6.6% | 10,879 | -9.9% | 0.36% | -4.8% |
| Q1 2021 | $881,000 | +14.4% | 12,076 | +0.6% | 0.38% | +5.0% |
| Q4 2020 | $770,000 | +31.6% | 12,003 | +13.5% | 0.36% | +5.0% |
| Q3 2020 | $585,000 | +7.3% | 10,579 | +0.4% | 0.34% | -0.3% |
| Q2 2020 | $545,000 | +15.2% | 10,539 | +0.1% | 0.34% | +0.3% |
| Q1 2020 | $473,000 | -57.3% | 10,526 | -44.9% | 0.34% | -35.3% |
| Q4 2019 | $1,107,000 | +21.5% | 19,118 | +15.0% | 0.53% | +4.7% |
| Q3 2019 | $911,000 | +3.4% | 16,630 | +0.2% | 0.51% | -1.4% |
| Q2 2019 | $881,000 | -11.1% | 16,601 | -12.5% | 0.51% | -15.6% |
| Q1 2019 | $991,000 | +9.6% | 18,964 | -1.5% | 0.61% | -7.5% |
| Q4 2018 | $904,000 | -12.4% | 19,252 | -1.2% | 0.66% | -2.7% |
| Q3 2018 | $1,032,000 | +84.3% | 19,480 | +71.4% | 0.68% | +61.9% |
| Q2 2018 | $560,000 | +90.5% | 11,363 | +89.6% | 0.42% | +86.2% |
| Q1 2018 | $294,000 | -5.2% | 5,994 | -1.0% | 0.22% | -1.8% |
| Q4 2017 | $310,000 | – | 6,053 | – | 0.23% | – |
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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% |