SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 160 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,000 | 0.0% | 10 | -28.6% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | -92.3% | 14 | -94.1% | 0.00% | -100.0% |
| Q3 2019 | $13,000 | 0.0% | 236 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | -45.8% | 236 | -50.0% | 0.00% | 0.0% |
| Q1 2019 | $24,000 | +118.2% | 472 | +100.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -8.3% | 236 | +0.4% | 0.00% | 0.0% |
| Q3 2018 | $12,000 | +9.1% | 235 | +0.9% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 233 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 233 | +0.4% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | +10.0% | 232 | +0.4% | 0.00% | 0.0% |
| Q3 2017 | $10,000 | 0.0% | 231 | +0.9% | 0.00% | 0.0% |
| Q2 2017 | $10,000 | -28.6% | 229 | -28.2% | 0.00% | -33.3% |
| Q1 2017 | $14,000 | +7.7% | 319 | 0.0% | 0.00% | +50.0% |
| Q4 2016 | $13,000 | 0.0% | 319 | +0.9% | 0.00% | -33.3% |
| Q3 2016 | $13,000 | +18.2% | 316 | +0.6% | 0.00% | +50.0% |
| Q2 2016 | $11,000 | -8.3% | 314 | +1.0% | 0.00% | -33.3% |
| Q1 2016 | $12,000 | 0.0% | 311 | +0.6% | 0.00% | 0.0% |
| Q4 2015 | $12,000 | 0.0% | 309 | -12.2% | 0.00% | 0.0% |
| Q3 2015 | $12,000 | -7.7% | 352 | +0.9% | 0.00% | 0.0% |
| Q2 2015 | $13,000 | -13.3% | 349 | -6.9% | 0.00% | -25.0% |
| Q1 2015 | $15,000 | +15.4% | 375 | +10.9% | 0.00% | 0.0% |
| Q4 2014 | $13,000 | 0.0% | 338 | +0.3% | 0.00% | 0.0% |
| Q3 2014 | $13,000 | +85.7% | 337 | +68.5% | 0.00% | +33.3% |
| Q2 2014 | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $6,000 | – | 200 | – | 0.00% | – |
Download | ||||||
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% |