SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 395 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,035 | -2.5% | 14,625 | 0.0% | 0.35% | -2.7% |
Q2 2023 | $1,062 | -0.7% | 14,625 | 0.0% | 0.36% | -0.3% |
Q1 2023 | $1,070 | -3.2% | 14,625 | 0.0% | 0.36% | -5.4% |
Q4 2022 | $1,105 | -99.9% | 14,625 | 0.0% | 0.39% | -1.8% |
Q3 2022 | $972,000 | -7.3% | 14,625 | 0.0% | 0.39% | +0.5% |
Q2 2022 | $1,048,000 | -9.2% | 14,625 | 0.0% | 0.39% | -3.5% |
Q1 2022 | $1,154,000 | -2.4% | 14,625 | 0.0% | 0.40% | +9.8% |
Q4 2021 | $1,182,000 | +8.8% | 14,625 | 0.0% | 0.37% | +2.5% |
Q3 2021 | $1,086,000 | +10.3% | 14,625 | +12.3% | 0.36% | +4.3% |
Q2 2021 | $985,000 | +3.7% | 13,025 | 0.0% | 0.34% | -2.8% |
Q1 2021 | $950,000 | +39.5% | 13,025 | +22.6% | 0.36% | +29.6% |
Q4 2020 | $681,000 | +150.4% | 10,625 | +115.7% | 0.27% | +110.8% |
Q3 2020 | $272,000 | +27.7% | 4,925 | +34.0% | 0.13% | +62.5% |
Q4 2019 | $213,000 | +6.0% | 3,675 | 0.0% | 0.08% | +5.3% |
Q3 2019 | $201,000 | -1.0% | 3,675 | -7.5% | 0.08% | +35.7% |
Q4 2017 | $203,000 | – | 3,975 | – | 0.06% | – |
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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% |