SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 680 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 2024 | $785,907 | +7.2% | 10,107 | -2.4% | 0.70% | -7.3% |
| Q3 2023 | $733,067 | -10.1% | 10,360 | -7.7% | 0.76% | -5.4% |
| Q2 2023 | $815,259 | -6.2% | 11,226 | -5.5% | 0.80% | -11.8% |
| Q1 2023 | $868,689 | -20.9% | 11,874 | -18.3% | 0.91% | +8.0% |
| Q4 2022 | $1,098,403 | +9.7% | 14,541 | -3.5% | 0.84% | -6.8% |
| Q3 2022 | $1,001,000 | -9.0% | 15,071 | -1.9% | 0.90% | -4.2% |
| Q2 2022 | $1,100,000 | -15.6% | 15,363 | -7.0% | 0.94% | -5.0% |
| Q1 2022 | $1,303,000 | -3.7% | 16,518 | -1.3% | 0.99% | +26.2% |
| Q4 2021 | $1,353,000 | +5.1% | 16,740 | -3.4% | 0.79% | -12.7% |
| Q3 2021 | $1,287,000 | -7.7% | 17,337 | -5.9% | 0.90% | -16.8% |
| Q2 2021 | $1,394,000 | +1.8% | 18,429 | -1.9% | 1.08% | -4.9% |
| Q1 2021 | $1,370,000 | +2040.6% | 18,790 | -10.9% | 1.14% | +6594.1% |
| Q4 2020 | $64,000 | -94.5% | 21,083 | -0.5% | 0.02% | -98.5% |
| Q3 2020 | $1,171,000 | +2.3% | 21,182 | -4.2% | 1.11% | +313.4% |
| Q2 2020 | $1,145,000 | – | 22,117 | – | 0.27% | – |
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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% |