SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $100,000 | +7.5% | 1,801 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $93,000 | +14.8% | 1,801 | 0.0% | 0.03% | -10.5% |
| Q1 2020 | $81,000 | -22.1% | 1,801 | 0.0% | 0.04% | -7.3% |
| Q4 2019 | $104,000 | +5.1% | 1,801 | 0.0% | 0.04% | -12.8% |
| Q3 2019 | $99,000 | +3.1% | 1,801 | 0.0% | 0.05% | +6.8% |
| Q2 2019 | $96,000 | +2.1% | 1,801 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $94,000 | -19.7% | 1,801 | -28.0% | 0.04% | -24.1% |
| Q4 2018 | $117,000 | +23.2% | 2,501 | +38.9% | 0.06% | +16.0% |
| Q3 2018 | $95,000 | +6.7% | 1,801 | 0.0% | 0.05% | +8.7% |
| Q2 2018 | $89,000 | 0.0% | 1,801 | -1.3% | 0.05% | -2.1% |
| Q1 2018 | $89,000 | -46.7% | 1,825 | -44.1% | 0.05% | -43.4% |
| Q4 2017 | $167,000 | +9.2% | 3,266 | 0.0% | 0.08% | +3.8% |
| Q3 2017 | $153,000 | +9.3% | 3,266 | +5.2% | 0.08% | +12.7% |
| Q2 2017 | $140,000 | – | 3,104 | – | 0.07% | – |
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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% |