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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $431,598 | -4.4% | 5,550 | -0.9% | 0.04% | -9.3% |
| Q1 2024 | $451,454 | +568.2% | 5,599 | +531.2% | 0.04% | +514.3% |
| Q4 2023 | $67,558 | +87.9% | 887 | +74.6% | 0.01% | +75.0% |
| Q3 2023 | $35,947 | +201.5% | 508 | +209.8% | 0.00% | +300.0% |
| Q2 2023 | $11,921 | +62.9% | 164 | +64.0% | 0.00% | 0.0% |
| Q1 2023 | $7,316 | -93.2% | 100 | -93.0% | 0.00% | -92.9% |
| Q4 2022 | $108,120 | +68.9% | 1,431 | +47.8% | 0.01% | +75.0% |
| Q3 2022 | $64,000 | +52.4% | 968 | +65.8% | 0.01% | +60.0% |
| Q2 2022 | $42,000 | -50.6% | 584 | -45.8% | 0.01% | -50.0% |
| Q1 2022 | $85,000 | -50.6% | 1,078 | -49.2% | 0.01% | -50.0% |
| Q4 2021 | $172,000 | -2.8% | 2,122 | -11.0% | 0.02% | -9.1% |
| Q3 2021 | $177,000 | +113.3% | 2,385 | +117.2% | 0.02% | +120.0% |
| Q2 2021 | $83,000 | +1975.0% | 1,098 | +1730.0% | 0.01% | +900.0% |
| Q1 2021 | $4,000 | -76.5% | 60 | -76.8% | 0.00% | -66.7% |
| Q4 2020 | $17,000 | -60.5% | 259 | -66.5% | 0.00% | -57.1% |
| Q3 2020 | $43,000 | – | 773 | +12783.3% | 0.01% | – |
| Q4 2019 | $0 | -100.0% | 6 | -94.4% | 0.00% | -100.0% |
| Q4 2018 | $5,000 | – | 107 | – | 0.00% | – |
Download | ||||||
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% |