SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 549 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $629,000 | -9.1% | 8,777 | 0.0% | 0.19% | +42.9% |
| Q1 2022 | $692,000 | -2.4% | 8,777 | 0.0% | 0.13% | +1.5% |
| Q4 2021 | $709,000 | +8.7% | 8,777 | 0.0% | 0.13% | +17.0% |
| Q3 2021 | $652,000 | -1.8% | 8,777 | 0.0% | 0.11% | -4.3% |
| Q2 2021 | $664,000 | +0.8% | 8,777 | -2.8% | 0.12% | -12.0% |
| Q1 2021 | $659,000 | +13.2% | 9,034 | -0.5% | 0.13% | +3.9% |
| Q4 2020 | $582,000 | +16.2% | 9,080 | +0.1% | 0.13% | -5.2% |
| Q3 2020 | $501,000 | +7.3% | 9,067 | +0.4% | 0.14% | -10.6% |
| Q2 2020 | $467,000 | +15.0% | 9,027 | 0.0% | 0.15% | -6.2% |
| Q1 2020 | $406,000 | -22.4% | 9,027 | 0.0% | 0.16% | -8.0% |
| Q4 2019 | $523,000 | +5.9% | 9,027 | 0.0% | 0.18% | -4.9% |
| Q3 2019 | $494,000 | +3.1% | 9,027 | 0.0% | 0.18% | -0.5% |
| Q2 2019 | $479,000 | +1.5% | 9,027 | 0.0% | 0.18% | -7.0% |
| Q1 2019 | $472,000 | +11.3% | 9,027 | 0.0% | 0.20% | -2.0% |
| Q4 2018 | $424,000 | -11.3% | 9,027 | 0.0% | 0.20% | -2.9% |
| Q3 2018 | $478,000 | +7.4% | 9,027 | 0.0% | 0.21% | -2.3% |
| Q2 2018 | $445,000 | – | 9,027 | – | 0.21% | – |
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% |