SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 224 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $156,422 | +301.1% | 1,940 | +108.6% | 0.01% | +18.2% |
Q3 2016 | $39,000 | +5.4% | 930 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $37,000 | +2.8% | 930 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $36,000 | +9.1% | 930 | 0.0% | 0.01% | +10.0% |
Q3 2015 | $33,000 | -54.2% | 930 | -50.0% | 0.01% | -9.1% |
Q2 2015 | $72,000 | – | 1,860 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
Whelan Financial | 496,037 | $36,022,180 | 18.83% |
HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |