SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 669 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,314,000 | +2.2% | 67,355 | +4.7% | 3.98% | +6.4% |
| Q4 2021 | $5,201,000 | +11.8% | 64,344 | +2.6% | 3.74% | +2.8% |
| Q3 2021 | $4,654,000 | -4.6% | 62,690 | -2.8% | 3.64% | +9.3% |
| Q2 2021 | $4,876,000 | +8.1% | 64,483 | +4.3% | 3.33% | -4.7% |
| Q1 2021 | $4,510,000 | +1582.8% | 61,844 | +1382.7% | 3.49% | +1297.6% |
| Q4 2020 | $268,000 | +145.9% | 4,171 | +72.6% | 0.25% | +28.2% |
| Q1 2020 | $109,000 | -50.0% | 2,417 | -35.8% | 0.20% | -0.5% |
| Q4 2019 | $218,000 | – | 3,762 | – | 0.20% | – |
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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% |