SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 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 2023 | $25,634,429 | -0.6% | 362,273 | +2.0% | 6.26% | +0.4% |
| Q2 2023 | $25,789,223 | +5.8% | 355,126 | +6.6% | 6.23% | -0.1% |
| Q1 2023 | $24,376,582 | +15.8% | 333,195 | +19.6% | 6.24% | +7.9% |
| Q4 2022 | $21,045,640 | +31.3% | 278,603 | +15.4% | 5.78% | +4.4% |
| Q3 2022 | $16,034,000 | -15.9% | 241,363 | -9.3% | 5.54% | +12.0% |
| Q2 2022 | $19,068,000 | -3.3% | 266,197 | +6.5% | 4.94% | -3.8% |
| Q1 2022 | $19,717,000 | +11.4% | 249,931 | +14.1% | 5.14% | +8.5% |
| Q4 2021 | $17,703,000 | +11.6% | 219,017 | +2.5% | 4.74% | +3.0% |
| Q3 2021 | $15,868,000 | +7.1% | 213,741 | +9.1% | 4.60% | +5.4% |
| Q2 2021 | $14,810,000 | +11.7% | 195,847 | +7.8% | 4.36% | +10.6% |
| Q1 2021 | $13,253,000 | +21.2% | 181,749 | +6.6% | 3.94% | +12.8% |
| Q4 2020 | $10,938,000 | +19.4% | 170,528 | +3.0% | 3.50% | +8.2% |
| Q3 2020 | $9,159,000 | +9.5% | 165,614 | +2.4% | 3.23% | -6.3% |
| Q2 2020 | $8,366,000 | +22.7% | 161,674 | +6.7% | 3.45% | -5.2% |
| Q1 2020 | $6,817,000 | -13.9% | 151,556 | +10.7% | 3.64% | -4.6% |
| Q4 2019 | $7,917,000 | – | 136,960 | – | 3.81% | – |
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% |