SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 271 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $119 | -4.8% | 1,632 | -4.2% | 0.00% | 0.0% |
| Q1 2023 | $125 | -99.9% | 1,703 | -44.5% | 0.00% | 0.0% |
| Q2 2018 | $151,000 | -41.0% | 3,067 | -38.7% | 0.00% | -50.0% |
| Q4 2017 | $256,000 | -52.1% | 5,000 | -58.3% | 0.00% | -60.0% |
| Q1 2017 | $534,000 | +15.8% | 11,982 | +7.6% | 0.01% | +66.7% |
| Q2 2016 | $461,000 | -73.7% | 11,135 | -74.6% | 0.00% | -66.7% |
| Q4 2014 | $1,750,000 | +802.1% | 43,925 | +734.3% | 0.01% | +800.0% |
| Q1 2014 | $194,000 | -92.6% | 5,265 | -92.7% | 0.00% | -90.9% |
| Q4 2013 | $2,633,000 | – | 71,825 | – | 0.01% | – |
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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% |