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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $387,367 | +21.2% | 5,088 | +12.6% | 0.06% | +14.0% |
| Q3 2023 | $319,597 | -2.0% | 4,517 | +0.5% | 0.05% | -3.8% |
| Q2 2023 | $326,281 | -27.7% | 4,493 | -27.1% | 0.05% | -56.3% |
| Q1 2023 | $451,014 | +14824.4% | 6,165 | +15312.5% | 0.12% | +11800.0% |
| Q4 2022 | $3,022 | +0.7% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | -88.5% | 40 | -89.0% | 0.00% | -91.7% |
| Q2 2022 | $26,000 | +766.7% | 365 | +812.5% | 0.01% | +1100.0% |
| Q1 2022 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | -40.0% | 40 | -44.4% | 0.00% | -66.7% |
| Q3 2021 | $5,000 | -90.4% | 72 | -92.0% | 0.00% | -90.6% |
| Q4 2019 | $52,000 | – | 900 | – | 0.03% | – |
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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% |