SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,152 | -45.0% | 200 | -43.2% | 0.00% | -42.9% |
Q1 2023 | $25,753 | +1187.6% | 352 | +905.7% | 0.01% | +600.0% |
Q3 2022 | $2,000 | -33.3% | 35 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $3,000 | -57.1% | 35 | -77.0% | 0.00% | -75.0% |
Q1 2020 | $7,000 | – | 152 | – | 0.00% | – |
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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% |