SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $126,635 | +22.5% | 1,790 | +25.7% | 0.01% | 0.0% |
| Q2 2023 | $103,385 | +10.3% | 1,424 | +11.1% | 0.01% | +10.0% |
| Q1 2023 | $93,757 | -40.6% | 1,282 | -38.6% | 0.01% | -50.0% |
| Q4 2022 | $157,727 | +192.1% | 2,088 | +154.9% | 0.02% | +150.0% |
| Q3 2022 | $54,000 | +3.8% | 819 | +13.1% | 0.01% | +14.3% |
| Q2 2022 | $52,000 | -3.7% | 724 | +5.2% | 0.01% | +16.7% |
| Q1 2022 | $54,000 | -3.6% | 688 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $56,000 | +366.7% | 688 | +324.7% | 0.01% | +250.0% |
| Q3 2021 | $12,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | -99.7% | 162 | +153.1% | 0.00% | +100.0% |
| Q1 2021 | $4,667,000 | +116575.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | +33.3% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -62.5% | 64 | -50.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +100.0% | 128 | +100.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | +33.3% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $3,000 | – | 64 | – | 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% |