SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,310,624 | -0.7% | 244,639 | +1.9% | 0.27% | +1.5% |
Q2 2023 | $17,436,418 | -30.1% | 240,105 | -29.6% | 0.26% | -34.3% |
Q1 2023 | $24,935,871 | +13.0% | 340,840 | +16.7% | 0.40% | +6.4% |
Q4 2022 | $22,058,460 | +28.7% | 292,010 | +13.2% | 0.38% | +17.2% |
Q3 2022 | $17,143,000 | +4.9% | 258,057 | +13.1% | 0.32% | +7.0% |
Q2 2022 | $16,340,000 | -7.4% | 228,119 | +2.0% | 0.30% | +9.5% |
Q1 2022 | $17,641,000 | +11.3% | 223,618 | +14.1% | 0.27% | +13.3% |
Q4 2021 | $15,844,000 | +16.6% | 196,020 | +7.1% | 0.24% | +3.0% |
Q3 2021 | $13,589,000 | +42.2% | 183,037 | +44.8% | 0.23% | +44.4% |
Q2 2021 | $9,558,000 | -99.9% | 126,399 | +6.7% | 0.16% | +113.2% |
Q1 2021 | $8,639,416,000 | +739576.0% | 118,478 | +550.8% | 0.08% | +204.0% |
Q4 2020 | $1,168,000 | +35.8% | 18,205 | +17.1% | 0.02% | +13.6% |
Q3 2020 | $860,000 | +81.8% | 15,548 | +69.9% | 0.02% | +69.2% |
Q2 2020 | $473,000 | +498.7% | 9,149 | +415.1% | 0.01% | +333.3% |
Q1 2020 | $79,000 | -54.3% | 1,776 | -40.6% | 0.00% | -40.0% |
Q4 2019 | $173,000 | +6.1% | 2,988 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $163,000 | +3.2% | 2,988 | 0.0% | 0.01% | -16.7% |
Q2 2019 | $158,000 | +88.1% | 2,988 | +89.5% | 0.01% | +50.0% |
Q3 2018 | $84,000 | +29.2% | 1,577 | +20.1% | 0.00% | 0.0% |
Q2 2018 | $65,000 | – | 1,313 | – | 0.00% | – |
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% |