SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 434 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $7,497,738 | +13.7% | 99,255 | +0.0% | 1.87% | +32.0% |
Q3 2022 | $6,592,000 | -6.2% | 99,227 | +1.1% | 1.42% | -7.1% |
Q2 2022 | $7,028,000 | -45.1% | 98,121 | -39.6% | 1.52% | -25.8% |
Q1 2022 | $12,813,000 | -0.2% | 162,417 | +2.2% | 2.06% | +9.9% |
Q4 2021 | $12,840,000 | +12.5% | 158,852 | +3.3% | 1.87% | +10.3% |
Q3 2021 | $11,414,000 | +25.5% | 153,747 | +27.8% | 1.70% | +27.6% |
Q2 2021 | $9,097,000 | +8.1% | 120,302 | +4.3% | 1.33% | -3.0% |
Q1 2021 | $8,412,000 | +8.4% | 115,365 | -4.7% | 1.37% | +1.6% |
Q4 2020 | $7,763,000 | +7.6% | 121,034 | -2.6% | 1.35% | -1.4% |
Q3 2020 | $7,214,000 | +9.0% | 124,308 | +5.6% | 1.37% | -5.4% |
Q2 2020 | $6,620,000 | +10.3% | 117,707 | -0.4% | 1.44% | -7.6% |
Q1 2020 | $6,004,000 | +4.9% | 118,169 | +22.3% | 1.56% | -2.6% |
Q4 2019 | $5,723,000 | +67.1% | 96,658 | +55.6% | 1.60% | +34.4% |
Q3 2019 | $3,425,000 | +10.4% | 62,124 | +6.5% | 1.19% | -8.6% |
Q2 2019 | $3,101,000 | -4.2% | 58,308 | -2.7% | 1.31% | -4.9% |
Q1 2019 | $3,237,000 | -7.0% | 59,952 | -10.9% | 1.37% | -23.6% |
Q4 2018 | $3,480,000 | +11.0% | 67,294 | +8.6% | 1.80% | +2.5% |
Q3 2018 | $3,136,000 | +8.4% | 61,980 | +5.6% | 1.76% | +4.2% |
Q2 2018 | $2,892,000 | +6.8% | 58,679 | +6.2% | 1.68% | -4.6% |
Q1 2018 | $2,708,000 | +0.9% | 55,229 | +5.3% | 1.77% | +2.3% |
Q4 2017 | $2,683,000 | – | 52,435 | – | 1.73% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
Whelan Financial | 496,037 | $36,022,180 | 18.83% |
HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |