SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $198,000 | -62.7% | 3,416 | -64.8% | 0.01% | -66.7% |
| Q3 2019 | $531,000 | +120.3% | 9,696 | +113.8% | 0.04% | +105.3% |
| Q2 2019 | $241,000 | +1.7% | 4,535 | +0.0% | 0.02% | -5.0% |
| Q1 2019 | $237,000 | -0.8% | 4,533 | -11.0% | 0.02% | -9.1% |
| Q4 2018 | $239,000 | -23.6% | 5,094 | -13.7% | 0.02% | -26.7% |
| Q3 2018 | $313,000 | -71.1% | 5,902 | -73.2% | 0.03% | -73.2% |
| Q2 2018 | $1,084,000 | +3.3% | 21,998 | +2.9% | 0.11% | -5.1% |
| Q1 2018 | $1,049,000 | +6.5% | 21,386 | +11.1% | 0.12% | +11.3% |
| Q4 2017 | $985,000 | +25.8% | 19,256 | +15.1% | 0.11% | +19.1% |
| Q3 2017 | $783,000 | -5.0% | 16,735 | -8.4% | 0.09% | -7.3% |
| Q2 2017 | $824,000 | +1.7% | 18,276 | +0.6% | 0.10% | -3.0% |
| Q1 2017 | $810,000 | +3.1% | 18,159 | +0.7% | 0.10% | -5.7% |
| Q4 2016 | $786,000 | +3044.0% | 18,041 | +3015.9% | 0.10% | +2525.0% |
| Q3 2016 | $25,000 | +4.2% | 579 | +0.2% | 0.00% | 0.0% |
| Q2 2016 | $24,000 | -76.7% | 578 | -77.6% | 0.00% | -77.8% |
| Q1 2016 | $103,000 | +4.0% | 2,575 | +0.1% | 0.02% | 0.0% |
| Q4 2015 | $99,000 | +7.6% | 2,573 | +0.1% | 0.02% | -5.3% |
| Q3 2015 | $92,000 | -6.1% | 2,570 | +0.1% | 0.02% | 0.0% |
| Q2 2015 | $98,000 | -3.0% | 2,568 | +0.1% | 0.02% | -9.5% |
| Q1 2015 | $101,000 | -1.0% | 2,565 | +0.1% | 0.02% | -4.5% |
| Q4 2014 | $102,000 | +750.0% | 2,563 | +737.6% | 0.02% | +633.3% |
| Q3 2014 | $12,000 | 0.0% | 306 | +0.7% | 0.00% | 0.0% |
| Q2 2014 | $12,000 | -60.0% | 304 | -62.1% | 0.00% | -57.1% |
| Q1 2014 | $30,000 | +3.4% | 802 | +0.2% | 0.01% | 0.0% |
| Q4 2013 | $29,000 | – | 800 | – | 0.01% | – |
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% |