SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 520 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,996 | -2.4% | 3,590 | +0.2% | 0.04% | -2.3% |
| Q2 2023 | $260,213 | -13.6% | 3,583 | -10.1% | 0.04% | -25.4% |
| Q4 2022 | $301,153 | +13.6% | 3,987 | +0.0% | 0.06% | +9.3% |
| Q3 2022 | $265,000 | -7.0% | 3,986 | +0.0% | 0.05% | -3.6% |
| Q2 2022 | $285,000 | -34.6% | 3,985 | -27.9% | 0.06% | -24.3% |
| Q1 2022 | $436,000 | -2.5% | 5,527 | 0.0% | 0.07% | +1.4% |
| Q4 2021 | $447,000 | +9.0% | 5,527 | +0.0% | 0.07% | -1.4% |
| Q3 2021 | $410,000 | +9.6% | 5,526 | +11.8% | 0.07% | +8.8% |
| Q2 2021 | $374,000 | +2.7% | 4,944 | -1.1% | 0.07% | -4.2% |
| Q1 2021 | $364,000 | +13.4% | 4,998 | +0.0% | 0.07% | +6.0% |
| Q4 2020 | $321,000 | +41.4% | 4,997 | +21.7% | 0.07% | +19.6% |
| Q3 2020 | $227,000 | +4.1% | 4,106 | -2.4% | 0.06% | -5.1% |
| Q2 2020 | $218,000 | -5.6% | 4,205 | +5.7% | 0.06% | -4.8% |
| Q4 2019 | $231,000 | -45.8% | 3,980 | -48.8% | 0.06% | -52.7% |
| Q3 2019 | $426,000 | -29.7% | 7,768 | -31.9% | 0.13% | -33.5% |
| Q2 2019 | $606,000 | -11.9% | 11,412 | -13.2% | 0.20% | -19.6% |
| Q1 2019 | $688,000 | -2.5% | 13,151 | -12.5% | 0.24% | -23.2% |
| Q4 2018 | $706,000 | -41.3% | 15,024 | -33.6% | 0.32% | -35.2% |
| Q3 2018 | $1,202,000 | -6.6% | 22,624 | -13.5% | 0.49% | -31.5% |
| Q2 2018 | $1,287,000 | -14.7% | 26,161 | -16.9% | 0.72% | -14.3% |
| Q1 2018 | $1,508,000 | -18.4% | 31,499 | -9.8% | 0.84% | -27.1% |
| Q4 2017 | $1,849,000 | – | 34,925 | – | 1.15% | – |
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% |