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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,134,000 | +14.4% | 29,270 | +0.7% | 0.98% | +9.8% |
| Q4 2020 | $1,865,000 | +17.1% | 29,071 | +0.9% | 0.90% | +29.7% |
| Q3 2020 | $1,593,000 | +7.9% | 28,800 | +1.0% | 0.69% | +8.3% |
| Q2 2020 | $1,476,000 | +16.0% | 28,520 | +0.9% | 0.64% | +1.1% |
| Q1 2020 | $1,272,000 | -22.7% | 28,277 | +1.0% | 0.63% | -7.5% |
| Q4 2019 | $1,645,000 | +9.1% | 28,006 | +1.7% | 0.68% | +4.1% |
| Q3 2019 | $1,508,000 | +4.0% | 27,536 | +0.8% | 0.65% | +2.3% |
| Q2 2019 | $1,450,000 | – | 27,320 | – | 0.64% | – |
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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% |