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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,038,854 | +0.6% | 14,305 | +1.0% | 0.96% | +0.5% |
| Q1 2023 | $1,033,040 | +2.2% | 14,159 | +5.8% | 0.96% | +4.7% |
| Q4 2022 | $1,010,650 | +15.1% | 13,379 | +1.1% | 0.91% | +14.4% |
| Q3 2022 | $878,000 | -9.7% | 13,229 | -2.5% | 0.80% | -1.1% |
| Q2 2022 | $972,000 | -4.5% | 13,574 | +5.1% | 0.81% | +11.2% |
| Q1 2022 | $1,018,000 | -1.5% | 12,910 | +1.5% | 0.73% | +1.7% |
| Q4 2021 | $1,033,000 | +17.3% | 12,717 | +8.5% | 0.71% | +14.2% |
| Q3 2021 | $881,000 | -2.7% | 11,717 | -1.9% | 0.62% | -6.4% |
| Q2 2021 | $905,000 | +2.7% | 11,949 | +0.7% | 0.67% | +1.8% |
| Q1 2021 | $881,000 | +40.7% | 11,871 | +21.5% | 0.66% | +25.2% |
| Q4 2020 | $626,000 | +172.2% | 9,768 | +133.9% | 0.52% | +120.2% |
| Q3 2020 | $230,000 | +27.1% | 4,176 | +4.0% | 0.24% | +12.8% |
| Q1 2020 | $181,000 | – | 4,017 | – | 0.21% | – |
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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% |