SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 523 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,258,202 | +40.2% | 17,781 | +43.9% | 0.00% | – |
| Q2 2023 | $897,295 | -17.0% | 12,356 | -16.4% | 0.00% | -100.0% |
| Q1 2023 | $1,081,203 | +103762.0% | 14,778 | +7.3% | 0.00% | 0.0% |
| Q4 2022 | $1,041 | -99.9% | 13,778 | +16.3% | 0.00% | 0.0% |
| Q3 2022 | $787,000 | +10.5% | 11,846 | +19.2% | 0.00% | 0.0% |
| Q2 2022 | $712,000 | -20.6% | 9,939 | -12.6% | 0.00% | 0.0% |
| Q1 2022 | $897,000 | +5.3% | 11,369 | +7.8% | 0.00% | – |
| Q4 2021 | $852,000 | -2.6% | 10,544 | -10.5% | 0.00% | -100.0% |
| Q3 2021 | $875,000 | +8.0% | 11,781 | +10.0% | 0.00% | 0.0% |
| Q2 2021 | $810,000 | -23.4% | 10,714 | -26.1% | 0.00% | 0.0% |
| Q1 2021 | $1,058,000 | +58.1% | 14,505 | +39.0% | 0.00% | 0.0% |
| Q4 2020 | $669,000 | +2.6% | 10,434 | -11.4% | 0.00% | 0.0% |
| Q3 2020 | $652,000 | -39.5% | 11,782 | -43.5% | 0.00% | 0.0% |
| Q2 2020 | $1,078,000 | -2.4% | 20,837 | +9.4% | 0.00% | 0.0% |
| Q4 2019 | $1,104,000 | +347.0% | 19,054 | +303.5% | 0.00% | – |
| Q1 2019 | $247,000 | – | 4,722 | – | 0.00% | – |
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% |