SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $226,000 | -25.2% | 3,156 | -17.6% | 0.13% | -15.1% |
| Q1 2022 | $302,000 | -56.7% | 3,828 | -55.7% | 0.15% | -58.8% |
| Q4 2021 | $698,000 | +15.0% | 8,636 | +5.6% | 0.37% | +3.1% |
| Q3 2021 | $607,000 | -16.3% | 8,181 | -14.7% | 0.36% | -17.9% |
| Q2 2021 | $725,000 | +6.3% | 9,594 | +2.6% | 0.44% | -5.0% |
| Q1 2021 | $682,000 | +15.2% | 9,348 | +1.2% | 0.46% | +9.5% |
| Q4 2020 | $592,000 | +16.1% | 9,233 | +0.1% | 0.42% | +7.7% |
| Q3 2020 | $510,000 | +16.2% | 9,228 | +8.8% | 0.39% | +6.9% |
| Q2 2020 | $439,000 | – | 8,479 | – | 0.36% | – |
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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% |