SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,089 | +3.6% | 3,577 | +6.4% | 0.07% | +7.2% |
| Q2 2023 | $244,222 | -0.7% | 3,363 | 0.0% | 0.07% | -2.8% |
| Q1 2023 | $246,038 | -5.7% | 3,363 | -2.6% | 0.07% | 0.0% |
| Q4 2022 | $260,840 | +3.9% | 3,453 | -8.7% | 0.07% | -1.4% |
| Q3 2022 | $251,000 | -95.9% | 3,784 | -95.5% | 0.07% | -96.9% |
| Q2 2022 | $6,080,000 | -32.8% | 84,881 | -25.9% | 2.35% | -27.6% |
| Q1 2022 | $9,042,000 | -13.7% | 114,611 | -11.6% | 3.25% | -11.6% |
| Q4 2021 | $10,476,000 | +1.7% | 129,604 | -6.6% | 3.68% | -6.8% |
| Q3 2021 | $10,297,000 | -8.7% | 138,702 | -7.0% | 3.94% | -11.6% |
| Q2 2021 | $11,277,000 | +66235.3% | 149,127 | +64737.8% | 4.46% | +55637.5% |
| Q1 2021 | $17,000 | -55.3% | 230 | -61.6% | 0.01% | -66.7% |
| Q4 2020 | $38,000 | +18.8% | 599 | +3.5% | 0.02% | 0.0% |
| Q3 2020 | $32,000 | +10.3% | 579 | +4.9% | 0.02% | 0.0% |
| Q2 2020 | $29,000 | +20.8% | 552 | +2.2% | 0.02% | +33.3% |
| Q1 2020 | $24,000 | -25.0% | 540 | -0.9% | 0.02% | +38.5% |
| Q4 2019 | $32,000 | +28.0% | 545 | +14.3% | 0.01% | +18.2% |
| Q2 2019 | $25,000 | – | 477 | – | 0.01% | – |
Download | ||||||
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% |