SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,019,177 | -21.2% | 14,403 | -19.1% | 0.11% | -17.5% |
Q2 2023 | $1,292,719 | -9.4% | 17,801 | -8.8% | 0.14% | -15.4% |
Q1 2023 | $1,427,450 | -5.4% | 19,511 | -2.3% | 0.16% | -12.0% |
Q4 2022 | $1,509,003 | +18.6% | 19,976 | +4.3% | 0.18% | +5.7% |
Q3 2022 | $1,272,000 | -9.7% | 19,152 | -2.6% | 0.17% | -6.5% |
Q2 2022 | $1,409,000 | -9.4% | 19,664 | -0.3% | 0.19% | +2.8% |
Q1 2022 | $1,556,000 | -2.1% | 19,722 | +0.3% | 0.18% | +7.1% |
Q4 2021 | $1,589,000 | +8.9% | 19,661 | +0.0% | 0.17% | -5.6% |
Q3 2021 | $1,459,000 | -1.8% | 19,659 | +0.0% | 0.18% | -2.2% |
Q2 2021 | $1,486,000 | +3.4% | 19,654 | -0.3% | 0.18% | -3.2% |
Q1 2021 | $1,437,000 | +13.7% | 19,711 | +0.0% | 0.19% | +9.2% |
Q4 2020 | $1,264,000 | +13.7% | 19,707 | -2.0% | 0.17% | -4.9% |
Q3 2020 | $1,112,000 | -0.6% | 20,104 | -7.0% | 0.18% | -9.9% |
Q2 2020 | $1,119,000 | -6.5% | 21,625 | -18.7% | 0.20% | -10.6% |
Q1 2020 | $1,197,000 | -27.1% | 26,609 | -6.2% | 0.23% | +0.4% |
Q4 2019 | $1,643,000 | +5.5% | 28,373 | -0.2% | 0.22% | -3.0% |
Q3 2019 | $1,557,000 | +1.8% | 28,423 | -1.4% | 0.23% | +2.2% |
Q2 2019 | $1,530,000 | -4.5% | 28,838 | -5.9% | 0.23% | -8.5% |
Q1 2019 | $1,602,000 | +22.8% | 30,637 | +10.2% | 0.25% | +13.8% |
Q4 2018 | $1,305,000 | +26.5% | 27,793 | +42.7% | 0.22% | +7.4% |
Q3 2018 | $1,032,000 | +5.2% | 19,473 | -2.2% | 0.20% | -3.3% |
Q2 2018 | $981,000 | -2.4% | 19,908 | -2.9% | 0.21% | -5.4% |
Q1 2018 | $1,005,000 | -8.7% | 20,506 | -4.7% | 0.22% | +3.7% |
Q4 2017 | $1,101,000 | +8.6% | 21,525 | -0.7% | 0.21% | -3.6% |
Q3 2017 | $1,014,000 | +2.3% | 21,675 | -1.4% | 0.22% | -2.6% |
Q2 2017 | $991,000 | 0.0% | 21,975 | -1.1% | 0.23% | -6.2% |
Q1 2017 | $991,000 | +14.2% | 22,220 | +11.5% | 0.24% | +9.0% |
Q4 2016 | $868,000 | +11.1% | 19,920 | +8.0% | 0.22% | -0.4% |
Q3 2016 | $781,000 | – | 18,450 | – | 0.22% | – |
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% |