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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,894 | +11.1% | 7,418 | +14.1% | 0.06% | +11.3% |
| Q2 2023 | $472,246 | -3.4% | 6,503 | -2.6% | 0.05% | -8.6% |
| Q1 2023 | $488,668 | +5.0% | 6,679 | +8.4% | 0.06% | 0.0% |
| Q4 2022 | $465,505 | +48.7% | 6,162 | +30.8% | 0.06% | +34.9% |
| Q3 2022 | $313,000 | -9.3% | 4,711 | -2.1% | 0.04% | -6.5% |
| Q2 2022 | $345,000 | -10.2% | 4,810 | -1.2% | 0.05% | 0.0% |
| Q1 2022 | $384,000 | +4.3% | 4,866 | +6.7% | 0.05% | +4.5% |
| Q4 2021 | $368,000 | +8.9% | 4,559 | +0.0% | 0.04% | +2.3% |
| Q3 2021 | $338,000 | -1.7% | 4,557 | +0.1% | 0.04% | -4.4% |
| Q2 2021 | $344,000 | +5.2% | 4,554 | +1.7% | 0.04% | -6.2% |
| Q1 2021 | $327,000 | +17.2% | 4,478 | +2.8% | 0.05% | +9.1% |
| Q4 2020 | $279,000 | +35.4% | 4,356 | +17.1% | 0.04% | +22.2% |
| Q3 2020 | $206,000 | +32.1% | 3,720 | +23.1% | 0.04% | +24.1% |
| Q2 2020 | $156,000 | +20.9% | 3,022 | +5.6% | 0.03% | +3.6% |
| Q1 2020 | $129,000 | -18.4% | 2,862 | +5.2% | 0.03% | -3.4% |
| Q4 2019 | $158,000 | +64.6% | 2,721 | +55.5% | 0.03% | +52.6% |
| Q3 2019 | $96,000 | +17.1% | 1,750 | +12.9% | 0.02% | +11.8% |
| Q2 2019 | $82,000 | +32.3% | 1,550 | +30.3% | 0.02% | +6.2% |
| Q1 2019 | $62,000 | +1.6% | 1,190 | -7.8% | 0.02% | -5.9% |
| Q4 2018 | $61,000 | -10.3% | 1,290 | 0.0% | 0.02% | -5.6% |
| Q3 2018 | $68,000 | +6.2% | 1,290 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $64,000 | +3.2% | 1,290 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $62,000 | +1.6% | 1,290 | +11.2% | 0.02% | -5.0% |
| Q4 2017 | $61,000 | +10.9% | 1,160 | 0.0% | 0.02% | +5.3% |
| Q3 2017 | $55,000 | +5.8% | 1,160 | 0.0% | 0.02% | -5.0% |
| Q2 2017 | $52,000 | +10.6% | 1,160 | +9.4% | 0.02% | -16.7% |
| Q1 2017 | $47,000 | +11.9% | 1,060 | +10.4% | 0.02% | -7.7% |
| Q4 2016 | $42,000 | -4.5% | 960 | -9.4% | 0.03% | +23.8% |
| Q3 2016 | $44,000 | 0.0% | 1,060 | 0.0% | 0.02% | -4.5% |
| Q2 2016 | $44,000 | – | 1,060 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,479,869 | $108,267,251 | 36.83% |
| Kellett Wealth Advisors, LLC | 456,560 | $33,401,963 | 32.12% |
| Rezny Wealth Management, Inc. | 884,342 | $64,698,461 | 23.87% |
| Davidson Capital Management Inc. | 535,358 | $39,166,792 | 23.79% |
| Reitz Capital Advisors LLC | 326,942 | $23,919,089 | 22.07% |
| HHM Wealth Advisors, LLC | 1,344,131 | $98,336,606 | 20.08% |
| Walker Financial Services, Inc. | 265,028 | $19,389,476 | 19.98% |
| Whelan Financial | 486,301 | $35,577,780 | 19.73% |
| WFA Asset Management Corp | 424,139 | $31,030,045 | 19.04% |
| Wealth Management Solutions, LLC | 452,105 | $33,075,969 | 19.04% |