OPTIMUM INVESTMENT ADVISORS - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$21,725
+8.3%
285
+0.4%
0.01%
+10.0%
Q3 2023$20,061
-2.0%
284
+0.7%
0.01%0.0%
Q2 2023$20,466
-0.1%
282
+0.7%
0.01%
-9.1%
Q1 2023$20,496
-2.6%
280
+0.4%
0.01%0.0%
Q4 2022$21,050
+16.9%
279
+0.7%
0.01%
+10.0%
Q3 2022$18,000
-33.3%
277
-26.1%
0.01%
-28.6%
Q2 2022$27,000
-6.9%
375
+0.3%
0.01%
+16.7%
Q1 2022$29,000
+31.8%
374
+37.0%
0.01%
+33.3%
Q4 2021$22,000
+10.0%
273
+0.7%
0.01%
+12.5%
Q3 2021$20,0000.0%271
+0.4%
0.01%
+33.3%
Q2 2021$20,0000.0%270
+0.4%
0.01%0.0%
Q1 2021$20,000
+17.6%
269
+0.4%
0.01%
+20.0%
Q4 2020$17,000
+13.3%
268
+0.8%
0.01%0.0%
Q3 2020$15,000
+7.1%
266
+0.8%
0.01%0.0%
Q2 2020$14,000
+16.7%
264
+0.4%
0.01%0.0%
Q1 2020$12,000
-20.0%
263
+0.8%
0.01%
+25.0%
Q4 2019$15,000
+7.1%
261
+0.8%
0.00%0.0%
Q3 2019$14,0000.0%259
+0.8%
0.00%
-20.0%
Q2 2019$14,000
+7.7%
2570.0%0.01%
+25.0%
Q1 2019$13,000
+8.3%
257
+0.4%
0.00%0.0%
Q4 2018$12,000
-7.7%
256
+0.8%
0.00%0.0%
Q3 2018$13,000
+8.3%
254
+0.4%
0.00%
+33.3%
Q2 2018$12,0000.0%2530.0%0.00%
-25.0%
Q1 2018$12,000
+50.0%
253
+24.6%
0.00%
+33.3%
Q1 2015$8,000
-71.4%
203
-71.1%
0.00%
-66.7%
Q4 2014$28,000
+3.7%
703
+0.1%
0.01%0.0%
Q3 2014$27,0000.0%702
+0.1%
0.01%0.0%
Q2 2014$27,000
+3.8%
7010.0%0.01%
-10.0%
Q1 2014$26,0000.0%701
+0.1%
0.01%0.0%
Q4 2013$26,000
+8.3%
7000.0%0.01%0.0%
Q3 2013$24,0007000.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 220,012$15,568,05054.37%
Keystone Financial Planning, Inc. 1,680,787$118,932,50041.55%
CGC Financial Services, LLC 674,274$47,711,65333.36%
Kellett Wealth Advisors, LLC 415,824$29,423,72125.21%
Reitz Capital Advisors LLC 182,801$12,854,57824.55%
Rezny Wealth Management, Inc. 900,063$63,688,45822.42%
Walker Financial Services, Inc. 318,384$22,528,83621.89%
Dechtman Wealth Management, LLC 997,308$70,57020.90%
Wealth Management Solutions, LLC 413,874$29,285,74320.08%
HHM Wealth Advisors, LLC 1,443,765$102,160,87319.96%
View complete list of SCHWAB STRATEGIC TR shareholders