SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $25,117,000 | -32.6% | 458,509 | -34.7% | 0.41% | -38.0% |
| Q2 2019 | $37,274,000 | -26.1% | 702,359 | -27.2% | 0.66% | -28.9% |
| Q1 2019 | $50,414,000 | +33.4% | 964,306 | +19.8% | 0.93% | +21.2% |
| Q4 2018 | $37,793,000 | -11.1% | 804,629 | +0.3% | 0.76% | +4.8% |
| Q3 2018 | $42,521,000 | +9.3% | 802,289 | +1.6% | 0.73% | +4.9% |
| Q2 2018 | $38,907,000 | +34.2% | 789,345 | +33.5% | 0.70% | +34.7% |
| Q1 2018 | $28,998,000 | -26.9% | 591,429 | -23.7% | 0.52% | -23.8% |
| Q4 2017 | $39,654,000 | +51.1% | 774,947 | +38.2% | 0.68% | +44.3% |
| Q3 2017 | $26,252,000 | -1.0% | 560,940 | -4.6% | 0.47% | -4.3% |
| Q2 2017 | $26,514,000 | -13.2% | 587,895 | -14.2% | 0.49% | -13.9% |
| Q1 2017 | $30,534,000 | +5.0% | 684,921 | +2.7% | 0.57% | +1.1% |
| Q4 2016 | $29,068,000 | +7.1% | 667,156 | +4.0% | 0.56% | +5.2% |
| Q3 2016 | $27,148,000 | +19.9% | 641,642 | +17.4% | 0.54% | +14.1% |
| Q2 2016 | $22,646,000 | +4.7% | 546,488 | +1.3% | 0.47% | +2.2% |
| Q1 2016 | $21,630,000 | +17.2% | 539,524 | +12.7% | 0.46% | +14.5% |
| Q4 2015 | $18,460,000 | +12.7% | 478,743 | +5.1% | 0.40% | +11.7% |
| Q3 2015 | $16,381,000 | +2.3% | 455,663 | +9.0% | 0.36% | +10.8% |
| Q2 2015 | $16,013,000 | -2.9% | 418,202 | -0.1% | 0.32% | +0.3% |
| Q1 2015 | $16,493,000 | -54.3% | 418,489 | -53.8% | 0.32% | -58.2% |
| Q4 2014 | $36,061,000 | +43.7% | 904,909 | +39.0% | 0.77% | +39.8% |
| Q3 2014 | $25,103,000 | +82.1% | 651,013 | +80.8% | 0.55% | +95.4% |
| Q2 2014 | $13,783,000 | – | 360,160 | – | 0.28% | – |
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% |