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 2023 | $798,527 | -3.8% | 11,285 | -1.2% | 0.62% | +1.1% |
| Q2 2023 | $829,757 | -0.7% | 11,426 | 0.0% | 0.62% | -2.8% |
| Q1 2023 | $835,927 | -5.3% | 11,426 | -2.2% | 0.64% | -5.8% |
| Q4 2022 | $882,308 | +13.4% | 11,680 | -0.2% | 0.67% | -1.9% |
| Q3 2022 | $778,000 | -30.6% | 11,705 | -25.2% | 0.69% | -23.3% |
| Q2 2022 | $1,121,000 | +7.0% | 15,651 | +17.8% | 0.90% | +20.4% |
| Q1 2022 | $1,048,000 | +5.0% | 13,281 | +7.6% | 0.74% | +6.9% |
| Q4 2021 | $998,000 | -6.5% | 12,348 | -14.1% | 0.70% | -13.3% |
| Q3 2021 | $1,067,000 | -65.3% | 14,368 | -64.7% | 0.80% | -60.5% |
| Q2 2021 | $3,077,000 | -66.6% | 40,691 | -67.8% | 2.03% | -58.5% |
| Q1 2021 | $9,206,000 | +19.1% | 126,250 | +4.7% | 4.90% | +0.8% |
| Q4 2020 | $7,730,000 | +15.0% | 120,609 | -0.8% | 4.86% | +1.3% |
| Q3 2020 | $6,721,000 | -0.2% | 121,543 | -6.6% | 4.80% | -12.2% |
| Q2 2020 | $6,732,000 | +12.9% | 130,094 | -1.9% | 5.46% | -4.7% |
| Q1 2020 | $5,963,000 | -4.0% | 132,573 | +23.6% | 5.74% | +51.9% |
| Q4 2019 | $6,212,000 | -0.1% | 107,244 | -5.6% | 3.78% | +3.8% |
| Q3 2019 | $6,221,000 | +3.2% | 113,571 | -0.1% | 3.64% | +7.1% |
| Q2 2019 | $6,031,000 | -10.8% | 113,646 | -12.2% | 3.40% | -11.9% |
| Q1 2019 | $6,764,000 | +1.5% | 129,374 | -8.8% | 3.86% | +1.3% |
| Q4 2018 | $6,665,000 | -8.5% | 141,899 | +3.3% | 3.81% | +15.0% |
| Q3 2018 | $7,283,000 | +9.3% | 137,414 | +1.7% | 3.31% | +2.5% |
| Q2 2018 | $6,661,000 | +7.0% | 135,136 | +6.4% | 3.23% | +1.2% |
| Q1 2018 | $6,227,000 | -1.8% | 127,014 | +2.5% | 3.19% | +3.2% |
| Q4 2017 | $6,339,000 | +44.6% | 123,889 | +32.3% | 3.10% | +39.4% |
| Q3 2017 | $4,384,000 | +34.1% | 93,674 | +29.2% | 2.22% | +42.7% |
| Q2 2017 | $3,269,000 | +19.7% | 72,489 | +18.3% | 1.56% | +3.8% |
| Q1 2017 | $2,732,000 | +21.3% | 61,272 | +18.5% | 1.50% | +27.6% |
| Q4 2016 | $2,253,000 | +15.6% | 51,716 | +12.2% | 1.18% | +11.9% |
| Q3 2016 | $1,949,000 | +19.6% | 46,076 | +17.2% | 1.05% | +15.9% |
| Q2 2016 | $1,630,000 | +18.7% | 39,330 | +14.8% | 0.91% | +25.5% |
| Q1 2016 | $1,373,000 | +16.3% | 34,259 | +11.9% | 0.72% | +16.1% |
| Q4 2015 | $1,181,000 | +30.2% | 30,624 | +21.3% | 0.62% | +41.4% |
| Q3 2015 | $907,000 | +8.1% | 25,239 | +15.2% | 0.44% | +27.2% |
| Q2 2015 | $839,000 | -4.1% | 21,914 | -1.3% | 0.35% | +0.6% |
| Q1 2015 | $875,000 | -6.4% | 22,205 | -5.4% | 0.34% | -4.4% |
| Q4 2014 | $935,000 | – | 23,470 | – | 0.36% | – |
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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% |