SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $88,844,000 | +178.9% | 1,606,584 | +161.0% | 3.13% | +37.5% |
| Q2 2020 | $31,852,000 | +37.4% | 615,498 | +19.4% | 2.28% | +12.9% |
| Q1 2020 | $23,190,000 | +65.9% | 515,572 | +113.6% | 2.02% | +115.1% |
| Q4 2019 | $13,979,000 | +4309.8% | 241,344 | +4069.0% | 0.94% | +3978.3% |
| Q3 2019 | $317,000 | +69.5% | 5,789 | +62.1% | 0.02% | +64.3% |
| Q1 2019 | $187,000 | +94.8% | 3,571 | +75.4% | 0.01% | +55.6% |
| Q4 2018 | $96,000 | -11.1% | 2,036 | +0.3% | 0.01% | 0.0% |
| Q3 2018 | $108,000 | +11.3% | 2,030 | +3.4% | 0.01% | 0.0% |
| Q2 2018 | $97,000 | -22.4% | 1,963 | -22.8% | 0.01% | -25.0% |
| Q1 2018 | $125,000 | -3.8% | 2,544 | +0.3% | 0.01% | -7.7% |
| Q4 2017 | $130,000 | +21.5% | 2,537 | +11.0% | 0.01% | +8.3% |
| Q3 2017 | $107,000 | +3.9% | 2,286 | +0.2% | 0.01% | 0.0% |
| Q2 2017 | $103,000 | +35.5% | 2,282 | +33.5% | 0.01% | +9.1% |
| Q1 2017 | $76,000 | +1.3% | 1,710 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $75,000 | -2.6% | 1,710 | -6.4% | 0.01% | -8.3% |
| Q3 2016 | $77,000 | -3.8% | 1,826 | -5.9% | 0.01% | -7.7% |
| Q2 2016 | $80,000 | -35.5% | 1,940 | -37.2% | 0.01% | -40.9% |
| Q1 2016 | $124,000 | -3.9% | 3,089 | -7.6% | 0.02% | -8.3% |
| Q4 2015 | $129,000 | – | 3,342 | – | 0.02% | – |
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% |