SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 669 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,534,404 | +0.1% | 96,893 | +3.8% | 0.08% | -11.8% |
| Q1 2024 | $7,524,305 | -84.6% | 93,319 | -85.3% | 0.08% | -66.0% |
| Q4 2023 | $48,907,857 | +34.7% | 635,002 | +23.7% | 0.25% | +15.2% |
| Q3 2023 | $36,309,944 | +17.6% | 513,142 | +20.7% | 0.22% | +16.7% |
| Q2 2023 | $30,886,044 | +70.9% | 425,310 | +72.2% | 0.19% | +60.3% |
| Q1 2023 | $18,069,847 | +89.4% | 246,991 | +95.5% | 0.12% | +68.1% |
| Q4 2022 | $9,542,613 | +43.4% | 126,325 | +26.1% | 0.07% | +30.2% |
| Q3 2022 | $6,654,000 | -15.3% | 100,167 | -8.6% | 0.05% | -15.9% |
| Q2 2022 | $7,854,000 | -63.3% | 109,651 | -59.6% | 0.06% | -57.1% |
| Q1 2022 | $21,428,000 | +13.1% | 271,625 | +15.9% | 0.15% | +11.4% |
| Q4 2021 | $18,947,000 | -10.2% | 234,401 | -17.5% | 0.13% | -24.1% |
| Q3 2021 | $21,098,000 | +51.4% | 284,183 | +54.2% | 0.17% | +42.6% |
| Q2 2021 | $13,934,000 | +34.1% | 184,268 | +29.3% | 0.12% | +16.2% |
| Q1 2021 | $10,393,000 | -78.4% | 142,529 | -81.0% | 0.10% | -80.7% |
| Q4 2020 | $48,017,000 | +266.7% | 748,631 | +216.1% | 0.54% | +191.4% |
| Q3 2020 | $13,095,000 | -7.6% | 236,801 | -13.5% | 0.19% | -14.6% |
| Q2 2020 | $14,170,000 | -2.0% | 273,816 | -14.8% | 0.22% | -34.0% |
| Q1 2020 | $14,452,000 | +374.6% | 321,303 | +511.1% | 0.33% | +403.0% |
| Q4 2019 | $3,045,000 | +95.1% | 52,579 | +84.5% | 0.07% | +46.7% |
| Q3 2019 | $1,561,000 | -14.3% | 28,494 | -17.0% | 0.04% | -18.2% |
| Q2 2019 | $1,822,000 | +14.7% | 34,332 | +13.1% | 0.06% | -50.0% |
| Q1 2019 | $1,588,000 | +5.8% | 30,366 | -5.0% | 0.11% | -57.2% |
| Q4 2018 | $1,501,000 | -2.4% | 31,959 | +10.1% | 0.26% | +202.4% |
| Q3 2018 | $1,538,000 | +62.6% | 29,015 | +51.2% | 0.08% | +32.8% |
| Q2 2018 | $946,000 | +25.0% | 19,193 | +24.2% | 0.06% | +10.3% |
| Q1 2018 | $757,000 | +31.9% | 15,449 | +37.7% | 0.06% | +13.7% |
| Q4 2017 | $574,000 | +24.5% | 11,221 | +13.8% | 0.05% | +18.6% |
| Q3 2017 | $461,000 | +35.2% | 9,859 | +30.4% | 0.04% | +4.9% |
| Q2 2017 | $341,000 | – | 7,561 | – | 0.04% | – |
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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% |