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 | $330,232 | -3.6% | 4,247 | 0.0% | 0.05% | -9.3% |
| Q1 2024 | $342,421 | -22.8% | 4,247 | -27.1% | 0.05% | -30.8% |
| Q4 2023 | $443,686 | +8.6% | 5,828 | +0.9% | 0.08% | -4.9% |
| Q3 2023 | $408,710 | -2.6% | 5,776 | 0.0% | 0.08% | -6.8% |
| Q2 2023 | $419,453 | -0.7% | 5,776 | 0.0% | 0.09% | -11.1% |
| Q1 2023 | $422,572 | +34.4% | 5,776 | +38.7% | 0.10% | +22.2% |
| Q4 2022 | $314,473 | +13.5% | 4,163 | 0.0% | 0.08% | +6.6% |
| Q3 2022 | $277,000 | +2030.8% | 4,163 | +1702.2% | 0.08% | +985.7% |
| Q3 2019 | $13,000 | +8.3% | 231 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 231 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $12,000 | +9.1% | 231 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | -8.3% | 231 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $12,000 | +9.1% | 231 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 231 | 0.0% | 0.01% | +16.7% |
| Q1 2018 | $11,000 | -26.7% | 231 | -20.3% | 0.01% | -33.3% |
| Q4 2017 | $15,000 | – | 290 | – | 0.01% | – |
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% |