SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 680 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $722,000 | +6.3% | 13,049 | -0.5% | 0.24% | -6.9% |
| Q2 2020 | $679,000 | +14.3% | 13,116 | -0.7% | 0.26% | -8.4% |
| Q1 2020 | $594,000 | -5.1% | 13,210 | +22.2% | 0.28% | +22.8% |
| Q4 2019 | $626,000 | +5.7% | 10,810 | -0.0% | 0.23% | +0.4% |
| Q3 2019 | $592,000 | +3.1% | 10,815 | 0.0% | 0.23% | +2.2% |
| Q2 2019 | $574,000 | +38.3% | 10,815 | +36.1% | 0.23% | +22.2% |
| Q1 2019 | $415,000 | +315.0% | 7,948 | +292.1% | 0.18% | +270.0% |
| Q2 2018 | $100,000 | +1.0% | 2,027 | 0.0% | 0.05% | -3.8% |
| Q1 2018 | $99,000 | +67.8% | 2,027 | +31.8% | 0.05% | +36.8% |
| Q4 2015 | $59,000 | +1.7% | 1,538 | -5.7% | 0.04% | -7.3% |
| Q3 2015 | $58,000 | -6.5% | 1,631 | 0.0% | 0.04% | -2.4% |
| Q2 2015 | $62,000 | -15.1% | 1,631 | -18.7% | 0.04% | -30.0% |
| Q1 2014 | $73,000 | +19.7% | 2,007 | +19.0% | 0.06% | +9.1% |
| Q4 2013 | $61,000 | – | 1,687 | – | 0.06% | – |
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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% |