SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 220,012 | $15,568,050 | 54.37% |
Keystone Financial Planning, Inc. | 1,680,787 | $118,932,500 | 41.55% |
CGC Financial Services, LLC | 674,274 | $47,711,653 | 33.36% |
Kellett Wealth Advisors, LLC | 415,824 | $29,423,721 | 25.21% |
Reitz Capital Advisors LLC | 182,801 | $12,854,578 | 24.55% |
Rezny Wealth Management, Inc. | 900,063 | $63,688,458 | 22.42% |
Walker Financial Services, Inc. | 318,384 | $22,528,836 | 21.89% |
Dechtman Wealth Management, LLC | 997,308 | $70,570 | 20.90% |
Wealth Management Solutions, LLC | 413,874 | $29,285,743 | 20.08% |
HHM Wealth Advisors, LLC | 1,443,765 | $102,160,873 | 19.96% |