SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,267,605 | -1.9% | 314,692 | +0.6% | 0.76% | +2.1% |
| Q2 2023 | $22,705,685 | -3.6% | 312,664 | -2.9% | 0.75% | -9.4% |
| Q1 2023 | $23,559,101 | -4.8% | 322,022 | -1.7% | 0.82% | -6.5% |
| Q4 2022 | $24,738,972 | +9.2% | 327,495 | -3.9% | 0.88% | +4.3% |
| Q3 2022 | $22,648,000 | -84.8% | 340,943 | -83.7% | 0.84% | -68.4% |
| Q2 2022 | $149,402,000 | +40944.5% | 2,085,738 | +30322.1% | 2.67% | +29588.9% |
| Q2 2019 | $364,000 | -4.7% | 6,856 | -6.2% | 0.01% | -10.0% |
| Q1 2019 | $382,000 | +39.9% | 7,313 | +25.7% | 0.01% | +42.9% |
| Q4 2018 | $273,000 | -10.5% | 5,818 | +1.1% | 0.01% | 0.0% |
| Q3 2018 | $305,000 | +7.0% | 5,756 | -0.5% | 0.01% | 0.0% |
| Q2 2018 | $285,000 | +9.2% | 5,786 | +8.6% | 0.01% | 0.0% |
| Q1 2018 | $261,000 | -5.8% | 5,329 | -1.5% | 0.01% | 0.0% |
| Q4 2017 | $277,000 | +8.6% | 5,412 | -0.5% | 0.01% | 0.0% |
| Q3 2017 | $255,000 | -7.9% | 5,438 | -11.5% | 0.01% | -12.5% |
| Q2 2017 | $277,000 | – | 6,145 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,479,869 | $108,267,251 | 36.83% |
| Kellett Wealth Advisors, LLC | 456,560 | $33,401,963 | 32.12% |
| Rezny Wealth Management, Inc. | 884,342 | $64,698,461 | 23.87% |
| Davidson Capital Management Inc. | 535,358 | $39,166,792 | 23.79% |
| Reitz Capital Advisors LLC | 326,942 | $23,919,089 | 22.07% |
| HHM Wealth Advisors, LLC | 1,344,131 | $98,336,606 | 20.08% |
| Walker Financial Services, Inc. | 265,028 | $19,389,476 | 19.98% |
| Whelan Financial | 486,301 | $35,577,780 | 19.73% |
| WFA Asset Management Corp | 424,139 | $31,030,045 | 19.04% |
| Wealth Management Solutions, LLC | 452,105 | $33,075,969 | 19.04% |