SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 520 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $46,049,000 | +11.0% | 795,071 | +5.0% | 0.29% | +1.4% |
| Q3 2019 | $41,492,000 | +5.8% | 757,415 | +2.6% | 0.29% | +1.1% |
| Q2 2019 | $39,209,000 | -4.5% | 738,473 | -6.0% | 0.28% | -9.9% |
| Q1 2019 | $41,067,000 | +14.9% | 785,457 | +3.2% | 0.31% | -2.5% |
| Q4 2018 | $35,740,000 | -29.9% | 760,879 | -20.9% | 0.32% | -24.6% |
| Q3 2018 | $50,997,000 | +48.1% | 962,206 | +37.0% | 0.43% | +33.0% |
| Q2 2018 | $34,444,000 | 0.0% | 702,587 | 0.0% | 0.32% | 0.0% |
| Q1 2018 | $34,444,000 | +93.1% | 702,587 | +101.6% | 0.32% | +88.8% |
| Q4 2017 | $17,835,000 | +29.2% | 348,516 | +18.2% | 0.17% | +13.3% |
| Q3 2017 | $13,803,000 | +4.1% | 294,931 | +0.4% | 0.15% | -3.8% |
| Q2 2017 | $13,255,000 | -20.5% | 293,888 | -21.5% | 0.16% | -26.1% |
| Q1 2017 | $16,680,000 | +23.3% | 374,174 | +20.4% | 0.21% | +12.2% |
| Q4 2016 | $13,528,000 | +24.8% | 310,680 | +21.2% | 0.19% | +16.0% |
| Q3 2016 | $10,844,000 | -7.0% | 256,326 | -8.9% | 0.16% | -12.9% |
| Q2 2016 | $11,659,000 | +1.4% | 281,360 | -1.9% | 0.19% | -7.9% |
| Q1 2016 | $11,497,000 | +2.2% | 286,801 | -1.7% | 0.20% | -2.9% |
| Q4 2015 | $11,251,000 | -13.7% | 291,797 | -19.5% | 0.21% | -22.7% |
| Q3 2015 | $13,030,000 | -16.9% | 362,443 | -11.5% | 0.27% | -7.2% |
| Q2 2015 | $15,683,000 | +15.0% | 409,579 | +18.3% | 0.29% | +10.7% |
| Q1 2015 | $13,639,000 | +21.9% | 346,082 | +23.3% | 0.26% | +5.6% |
| Q4 2014 | $11,188,000 | +434.8% | 280,762 | +417.4% | 0.25% | +335.1% |
| Q3 2014 | $2,092,000 | +0.8% | 54,263 | +0.1% | 0.06% | 0.0% |
| Q2 2014 | $2,075,000 | -0.3% | 54,213 | -4.0% | 0.06% | -6.6% |
| Q1 2014 | $2,082,000 | -35.4% | 56,499 | -35.7% | 0.06% | -38.4% |
| Q4 2013 | $3,222,000 | +19.8% | 87,879 | +10.0% | 0.10% | +8.8% |
| Q3 2013 | $2,689,000 | +5.4% | 79,897 | +2.4% | 0.09% | 0.0% |
| Q2 2013 | $2,552,000 | – | 78,049 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 220,012 | $15,568,050 | 54.37% |
| Keystone Financial Planning, Inc. | 1,680,787 | $118,932,500 | 41.55% |
| CGC Financial Services, LLC | 674,274 | $47,711,653 | 33.36% |
| Kellett Wealth Advisors, LLC | 415,824 | $29,423,721 | 25.21% |
| Reitz Capital Advisors LLC | 182,801 | $12,854,578 | 24.55% |
| Rezny Wealth Management, Inc. | 900,063 | $63,688,458 | 22.42% |
| Walker Financial Services, Inc. | 318,384 | $22,528,836 | 21.89% |
| Dechtman Wealth Management, LLC | 997,308 | $70,570 | 20.90% |
| Wealth Management Solutions, LLC | 413,874 | $29,285,743 | 20.08% |
| HHM Wealth Advisors, LLC | 1,443,765 | $102,160,873 | 19.96% |