SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 652 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $16,000 | +14.3% | 256 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $14,000 | +7.7% | 256 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $13,000 | -27.8% | 256 | -34.5% | 0.01% | -33.3% |
| Q1 2020 | $18,000 | -21.7% | 391 | 0.0% | 0.01% | +12.5% |
| Q4 2019 | $23,000 | +9.5% | 391 | 0.0% | 0.01% | +14.3% |
| Q3 2019 | $21,000 | 0.0% | 391 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $21,000 | +5.0% | 391 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $20,000 | +11.1% | 391 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $18,000 | -14.3% | 391 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $21,000 | 0.0% | 391 | -6.0% | 0.01% | -11.1% |
| Q2 2018 | $21,000 | +10.5% | 416 | +6.4% | 0.01% | -10.0% |
| Q1 2018 | $19,000 | -26.9% | 391 | -23.9% | 0.01% | -23.1% |
| Q4 2017 | $26,000 | +8.3% | 514 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $24,000 | +4.3% | 514 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $23,000 | 0.0% | 514 | 0.0% | 0.01% | -7.1% |
| Q1 2017 | $23,000 | 0.0% | 514 | -2.8% | 0.01% | 0.0% |
| Q4 2016 | $23,000 | -43.9% | 529 | -45.2% | 0.01% | -46.2% |
| Q3 2016 | $41,000 | +2.5% | 965 | -0.5% | 0.03% | +4.0% |
| Q2 2016 | $40,000 | +2.6% | 970 | -1.5% | 0.02% | -30.6% |
| Q1 2016 | $39,000 | – | 985 | – | 0.04% | – |
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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% |