SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,965,600 | -22.0% | 25,278 | -19.2% | 0.14% | -25.3% |
Q1 2024 | $2,521,444 | +5.1% | 31,272 | -0.7% | 0.19% | -4.9% |
Q4 2023 | $2,398,032 | -2.4% | 31,499 | -9.3% | 0.20% | -9.3% |
Q3 2023 | $2,457,052 | -43.5% | 34,724 | -42.0% | 0.22% | -42.5% |
Q2 2023 | $4,351,364 | +40.1% | 59,920 | +41.2% | 0.39% | +49.8% |
Q1 2023 | $3,105,383 | -1.8% | 42,446 | +1.3% | 0.26% | -13.3% |
Q4 2022 | $3,163,849 | +192.4% | 41,883 | +157.2% | 0.30% | +133.3% |
Q3 2022 | $1,082,000 | -6.9% | 16,283 | +0.4% | 0.13% | -4.4% |
Q2 2022 | $1,162,000 | -4.8% | 16,221 | +4.9% | 0.14% | +8.0% |
Q1 2022 | $1,220,000 | -1.2% | 15,459 | +1.2% | 0.12% | +0.8% |
Q4 2021 | $1,235,000 | +10.5% | 15,276 | +1.4% | 0.12% | +10.7% |
Q3 2021 | $1,118,000 | -1.7% | 15,059 | +0.2% | 0.11% | -0.9% |
Q2 2021 | $1,137,000 | +3.9% | 15,033 | +0.2% | 0.11% | -1.7% |
Q1 2021 | $1,094,000 | +13.8% | 15,009 | +0.2% | 0.12% | 0.0% |
Q4 2020 | $961,000 | +72.5% | 14,981 | +48.8% | 0.12% | +49.4% |
Q3 2020 | $557,000 | +13.4% | 10,071 | +6.1% | 0.08% | +2.7% |
Q2 2020 | $491,000 | +6.7% | 9,489 | -7.3% | 0.08% | -13.8% |
Q1 2020 | $460,000 | +111.0% | 10,236 | +172.5% | 0.09% | +141.7% |
Q4 2019 | $218,000 | +6.3% | 3,757 | +0.6% | 0.04% | -2.7% |
Q3 2019 | $205,000 | +10.2% | 3,734 | +6.1% | 0.04% | -11.9% |
Q3 2018 | $186,000 | -7.9% | 3,518 | -14.6% | 0.04% | -12.5% |
Q1 2018 | $202,000 | -2.9% | 4,121 | +1.2% | 0.05% | -4.0% |
Q4 2017 | $208,000 | +12.4% | 4,074 | +3.0% | 0.05% | +6.4% |
Q3 2017 | $185,000 | -40.1% | 3,957 | -42.2% | 0.05% | -45.3% |
Q2 2017 | $309,000 | -3.4% | 6,848 | -6.7% | 0.09% | -13.1% |
Q1 2017 | $320,000 | 0.0% | 7,341 | 0.0% | 0.10% | 0.0% |
Q4 2016 | $320,000 | -3.3% | 7,341 | -6.3% | 0.10% | -5.7% |
Q3 2016 | $331,000 | -4.9% | 7,835 | -6.7% | 0.10% | -13.2% |
Q2 2016 | $348,000 | +28.4% | 8,394 | +24.2% | 0.12% | +9.0% |
Q1 2016 | $271,000 | +34.8% | 6,761 | +21.2% | 0.11% | +15.6% |
Q3 2015 | $201,000 | – | 5,578 | – | 0.10% | – |
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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% |