SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 771 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.93 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $124,999,676 | +0.6% | 1,766,530 | +3.3% | 0.48% | +213.6% |
Q2 2023 | $124,199,862 | +5953.9% | 1,710,271 | +5999.2% | 0.15% | +275.6% |
Q1 2023 | $2,051,555 | +78.1% | 28,041 | +8.9% | 0.04% | +173.3% |
Q4 2022 | $1,152,189 | -63.1% | 25,744 | -45.2% | 0.02% | -61.5% |
Q3 2022 | $3,122,000 | -18.4% | 47,004 | -12.8% | 0.04% | -17.0% |
Q2 2022 | $3,824,000 | -5.9% | 53,878 | +4.6% | 0.05% | +11.9% |
Q1 2022 | $4,062,000 | +28.1% | 51,484 | +31.2% | 0.04% | +35.5% |
Q4 2021 | $3,170,000 | +11.0% | 39,238 | +2.0% | 0.03% | -18.4% |
Q3 2021 | $2,857,000 | +7.3% | 38,473 | +9.3% | 0.04% | 0.0% |
Q2 2021 | $2,662,000 | +320.5% | 35,199 | +304.9% | 0.04% | +280.0% |
Q1 2021 | $633,000 | +13.4% | 8,693 | -0.1% | 0.01% | +11.1% |
Q4 2020 | $558,000 | +16.0% | 8,700 | +0.1% | 0.01% | 0.0% |
Q3 2020 | $481,000 | +6.9% | 8,693 | 0.0% | 0.01% | -10.0% |
Q2 2020 | $450,000 | – | 8,693 | – | 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% |