SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 409 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $121,000 | +245.7% | 1,636 | +254.9% | 0.02% | +200.0% |
| Q2 2021 | $35,000 | +45.8% | 461 | +41.8% | 0.01% | +150.0% |
| Q1 2021 | $24,000 | -87.6% | 325 | -89.2% | 0.00% | -87.5% |
| Q4 2020 | $194,000 | +321.7% | 3,021 | +266.2% | 0.02% | +300.0% |
| Q3 2020 | $46,000 | +170.6% | 825 | +153.8% | 0.00% | +100.0% |
| Q2 2020 | $17,000 | -29.2% | 325 | -38.1% | 0.00% | -33.3% |
| Q1 2020 | $24,000 | +26.3% | 525 | +61.5% | 0.00% | +50.0% |
| Q4 2019 | $19,000 | -45.7% | 325 | -48.5% | 0.00% | -50.0% |
| Q3 2019 | $35,000 | +105.9% | 631 | +94.2% | 0.00% | +100.0% |
| Q2 2019 | $17,000 | +70.0% | 325 | +61.7% | 0.00% | +100.0% |
| Q1 2019 | $10,000 | -69.7% | 201 | -71.3% | 0.00% | -80.0% |
| Q4 2018 | $33,000 | +200.0% | 700 | +250.0% | 0.01% | +150.0% |
| Q3 2018 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | -99.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,806,000 | -4.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,234,000 | +9.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,360,000 | -74.2% | 200 | -77.8% | 0.00% | -77.8% |
| Q1 2016 | $36,310,000 | – | 901 | – | 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% |