SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $722,813 | -4.3% | 10,215 | -1.8% | 0.26% | -0.4% |
| Q2 2023 | $755,538 | -1.0% | 10,404 | -0.2% | 0.26% | -7.9% |
| Q1 2023 | $762,986 | +100557.8% | 10,429 | +3.9% | 0.28% | -4.1% |
| Q4 2022 | $758 | -99.9% | 10,040 | 0.0% | 0.29% | +1.4% |
| Q3 2022 | $667,000 | -9.5% | 10,040 | -2.4% | 0.29% | -5.0% |
| Q2 2022 | $737,000 | +7.9% | 10,290 | +18.9% | 0.30% | +27.8% |
| Q1 2022 | $683,000 | -2.3% | 8,653 | 0.0% | 0.24% | -4.0% |
| Q4 2021 | $699,000 | +8.9% | 8,653 | 0.0% | 0.25% | -3.9% |
| Q3 2021 | $642,000 | -1.8% | 8,653 | 0.0% | 0.26% | -13.8% |
| Q2 2021 | $654,000 | -2.5% | 8,653 | -6.0% | 0.30% | -8.3% |
| Q1 2021 | $671,000 | +9.8% | 9,203 | -3.4% | 0.32% | -13.6% |
| Q4 2020 | $611,000 | +34.0% | 9,526 | +15.4% | 0.38% | +17.1% |
| Q3 2020 | $456,000 | +20.0% | 8,254 | +12.3% | 0.32% | +13.4% |
| Q2 2020 | $380,000 | +336.8% | 7,348 | +280.7% | 0.28% | +282.4% |
| Q1 2020 | $87,000 | +13.0% | 1,930 | +45.7% | 0.07% | +39.6% |
| Q4 2019 | $77,000 | +5.5% | 1,325 | 0.0% | 0.05% | +26.2% |
| Q3 2019 | $73,000 | +4.3% | 1,325 | 0.0% | 0.04% | +7.7% |
| Q2 2019 | $70,000 | +1.4% | 1,325 | 0.0% | 0.04% | -2.5% |
| Q1 2019 | $69,000 | -11.5% | 1,325 | -20.4% | 0.04% | -16.7% |
| Q4 2018 | $78,000 | +32.2% | 1,665 | +25.7% | 0.05% | +14.3% |
| Q1 2017 | $59,000 | – | 1,325 | – | 0.04% | – |
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% |