SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,185,203 | -5.7% | 16,750 | -3.2% | 0.18% | -5.3% |
| Q2 2023 | $1,256,670 | +8.8% | 17,305 | +9.7% | 0.19% | +1.6% |
| Q1 2023 | $1,154,551 | -5.8% | 15,781 | -2.8% | 0.19% | -20.9% |
| Q4 2022 | $1,226,005 | +12.3% | 16,230 | -1.2% | 0.24% | +8.3% |
| Q3 2022 | $1,092,000 | -5.8% | 16,435 | +1.6% | 0.22% | -5.7% |
| Q2 2022 | $1,159,000 | -9.3% | 16,181 | -0.1% | 0.23% | +12.2% |
| Q1 2022 | $1,278,000 | -74.9% | 16,202 | -75.9% | 0.20% | -74.3% |
| Q2 2021 | $5,084,000 | +19.8% | 67,225 | +15.5% | 0.80% | +4.5% |
| Q1 2021 | $4,244,000 | +1133.7% | 58,202 | +983.8% | 0.76% | +1111.1% |
| Q4 2020 | $344,000 | +41.6% | 5,370 | +22.4% | 0.06% | -25.9% |
| Q3 2020 | $243,000 | +1925.0% | 4,386 | +1586.9% | 0.08% | +1114.3% |
| Q1 2020 | $12,000 | -20.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $15,000 | +7.1% | 260 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 260 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $14,000 | 0.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | – | 260 | – | 0.01% | – |
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% |