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 | $2,755,239 | +16.7% | 39,689 | +22.0% | 0.76% | +18.8% |
Q2 2023 | $2,361,711 | +53.1% | 32,521 | +54.2% | 0.64% | +53.2% |
Q1 2023 | $1,542,747 | +10.0% | 21,087 | +16.7% | 0.42% | +2.0% |
Q4 2022 | $1,402,883 | +17.4% | 18,071 | +4.3% | 0.41% | +10.2% |
Q3 2022 | $1,195,000 | +2.4% | 17,323 | +7.8% | 0.37% | +6.0% |
Q2 2022 | $1,167,000 | -69.4% | 16,072 | -66.7% | 0.35% | -58.6% |
Q1 2022 | $3,809,000 | +5.5% | 48,230 | +8.0% | 0.85% | +11.8% |
Q4 2021 | $3,610,000 | +4.9% | 44,665 | -1.2% | 0.76% | -7.3% |
Q3 2021 | $3,440,000 | +8.0% | 45,226 | +7.4% | 0.82% | +2.9% |
Q2 2021 | $3,185,000 | +26.8% | 42,114 | +22.3% | 0.79% | +16.9% |
Q1 2021 | $2,512,000 | +39.0% | 34,447 | +25.7% | 0.68% | +30.1% |
Q4 2020 | $1,807,000 | +9.1% | 27,405 | -8.5% | 0.52% | -10.8% |
Q3 2020 | $1,657,000 | +49.1% | 29,966 | +40.8% | 0.58% | +33.0% |
Q2 2020 | $1,111,000 | -20.9% | 21,279 | -26.9% | 0.44% | -39.1% |
Q1 2020 | $1,405,000 | +418.5% | 29,123 | +521.6% | 0.72% | +588.6% |
Q4 2019 | $271,000 | – | 4,685 | – | 0.10% | – |
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% |