SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 433 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,147,000 | +8.4% | 59,380 | +0.8% | 0.83% | +2.7% |
| Q2 2018 | $2,904,000 | +20.5% | 58,913 | +19.8% | 0.81% | +19.1% |
| Q1 2018 | $2,410,000 | +8.0% | 49,163 | +12.7% | 0.68% | +8.8% |
| Q4 2017 | $2,231,000 | +13.5% | 43,607 | +3.9% | 0.62% | +4.0% |
| Q3 2017 | $1,965,000 | +1686.4% | 41,985 | +1616.5% | 0.60% | +1614.3% |
| Q2 2017 | $110,000 | – | 2,446 | – | 0.04% | – |
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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% |