SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |