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 2023 | $2,176,506 | -2.6% | 30,759 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $2,233,719 | -3.0% | 30,759 | -2.3% | 0.04% | -10.3% |
| Q1 2023 | $2,303,588 | -3.2% | 31,487 | 0.0% | 0.04% | -9.3% |
| Q4 2022 | $2,378,528 | +13.7% | 31,487 | 0.0% | 0.04% | +4.9% |
| Q3 2022 | $2,092,000 | -7.3% | 31,487 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $2,256,000 | -9.2% | 31,487 | 0.0% | 0.04% | +5.1% |
| Q1 2022 | $2,484,000 | +24.2% | 31,487 | +27.2% | 0.04% | +30.0% |
| Q4 2021 | $2,000,000 | +25.5% | 24,747 | +15.3% | 0.03% | +15.4% |
| Q3 2021 | $1,594,000 | -1.8% | 21,470 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $1,624,000 | +73.3% | 21,470 | +67.1% | 0.03% | +58.8% |
| Q1 2021 | $937,000 | +13.7% | 12,850 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $824,000 | +15.9% | 12,850 | 0.0% | 0.02% | +6.7% |
| Q3 2020 | $711,000 | +6.9% | 12,850 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $665,000 | +15.1% | 12,850 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $578,000 | -22.3% | 12,850 | 0.0% | 0.02% | -5.9% |
| Q4 2019 | $744,000 | +5.7% | 12,850 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $704,000 | +3.2% | 12,850 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $682,000 | +2.1% | 12,850 | +0.5% | 0.02% | 0.0% |
| Q1 2019 | $668,000 | +11.1% | 12,785 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $601,000 | -11.4% | 12,785 | 0.0% | 0.02% | +6.2% |
| Q3 2018 | $678,000 | +7.6% | 12,785 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $630,000 | +27.3% | 12,785 | +26.6% | 0.02% | +23.1% |
| Q1 2018 | $495,000 | -4.3% | 10,100 | 0.0% | 0.01% | -7.1% |
| Q4 2017 | $517,000 | +9.3% | 10,100 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $473,000 | +3.7% | 10,100 | 0.0% | 0.01% | -7.7% |
| Q2 2017 | $456,000 | – | 10,100 | – | 0.01% | – |
Download | ||||||
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% |