SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,387,504 | -32.5% | 30,375 | -30.6% | 0.00% | 0.0% |
Q1 2024 | $3,534,428 | +100.1% | 43,767 | +89.2% | 0.00% | 0.0% |
Q4 2023 | $1,766,539 | -2.6% | 23,131 | -5.6% | 0.00% | 0.0% |
Q3 2023 | $1,813,085 | +16.9% | 24,495 | +16.1% | 0.00% | 0.0% |
Q2 2023 | $1,551,480 | +12.1% | 21,091 | +11.5% | 0.00% | 0.0% |
Q1 2023 | $1,384,199 | -6.3% | 18,910 | -3.3% | 0.00% | 0.0% |
Q4 2022 | $1,477,880 | +45.5% | 19,564 | +37.2% | 0.00% | – |
Q3 2022 | $1,016,000 | -61.1% | 14,261 | -60.2% | 0.00% | -100.0% |
Q2 2022 | $2,611,000 | +186.3% | 35,825 | +214.0% | 0.00% | – |
Q1 2022 | $912,000 | +25.1% | 11,409 | +26.6% | 0.00% | – |
Q4 2021 | $729,000 | +28.1% | 9,012 | +19.4% | 0.00% | – |
Q3 2021 | $569,000 | +53.0% | 7,545 | +56.4% | 0.00% | – |
Q2 2021 | $372,000 | +313.3% | 4,823 | +294.7% | 0.00% | – |
Q1 2021 | $90,000 | +11.1% | 1,222 | 0.0% | 0.00% | – |
Q4 2020 | $81,000 | +17.4% | 1,222 | 0.0% | 0.00% | – |
Q3 2020 | $69,000 | +11.3% | 1,222 | 0.0% | 0.00% | – |
Q2 2020 | $62,000 | +12.7% | 1,222 | 0.0% | 0.00% | – |
Q1 2020 | $55,000 | -70.9% | 1,222 | -62.5% | 0.00% | – |
Q4 2019 | $189,000 | +6.8% | 3,263 | +1.0% | 0.00% | – |
Q3 2019 | $177,000 | -0.6% | 3,230 | -3.6% | 0.00% | – |
Q2 2019 | $178,000 | -25.8% | 3,350 | -27.2% | 0.00% | – |
Q1 2019 | $240,000 | +53.8% | 4,601 | +38.8% | 0.00% | – |
Q4 2018 | $156,000 | -10.3% | 3,314 | +0.9% | 0.00% | – |
Q3 2018 | $174,000 | +8.1% | 3,284 | +0.5% | 0.00% | – |
Q2 2018 | $161,000 | -1.8% | 3,267 | -2.5% | 0.00% | – |
Q1 2018 | $164,000 | -13.2% | 3,352 | -9.2% | 0.00% | – |
Q4 2017 | $189,000 | +53.7% | 3,692 | +40.4% | 0.00% | – |
Q3 2017 | $123,000 | +18.3% | 2,629 | +13.6% | 0.00% | – |
Q2 2017 | $104,000 | -90.3% | 2,314 | -90.3% | 0.00% | -100.0% |
Q1 2017 | $1,068,000 | +631.5% | 23,947 | +603.1% | 0.00% | – |
Q4 2016 | $146,000 | +52.1% | 3,406 | +50.1% | 0.00% | – |
Q3 2016 | $96,000 | -32.4% | 2,269 | -34.1% | 0.00% | – |
Q2 2016 | $142,000 | -5.3% | 3,443 | -8.5% | 0.00% | – |
Q1 2016 | $150,000 | +48.5% | 3,764 | +43.1% | 0.00% | – |
Q4 2015 | $101,000 | +13.5% | 2,630 | +6.0% | 0.00% | – |
Q3 2015 | $89,000 | -1.1% | 2,481 | +5.0% | 0.00% | – |
Q2 2015 | $90,000 | -2.2% | 2,362 | +1.6% | 0.00% | – |
Q1 2015 | $92,000 | +253.8% | 2,324 | +267.7% | 0.00% | – |
Q4 2014 | $26,000 | +4.0% | 632 | +0.3% | 0.00% | – |
Q3 2014 | $25,000 | -7.4% | 630 | -11.5% | 0.00% | – |
Q2 2014 | $27,000 | +3.8% | 712 | +0.7% | 0.00% | – |
Q1 2014 | $26,000 | – | 707 | +11683.3% | 0.00% | – |
Q4 2013 | $0 | – | 6 | 0.0% | 0.00% | – |
Q3 2013 | $0 | – | 6 | 0.0% | 0.00% | – |
Q2 2013 | $0 | – | 6 | – | 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% |