SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 520 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $343,000 | -21.0% | 5,913 | -25.4% | 0.10% | +18.8% |
| Q3 2019 | $434,000 | -3.8% | 7,929 | -6.6% | 0.08% | 0.0% |
| Q2 2019 | $451,000 | -0.2% | 8,492 | -1.7% | 0.08% | +2.6% |
| Q1 2019 | $452,000 | -18.0% | 8,639 | -26.4% | 0.08% | -31.0% |
| Q4 2018 | $551,000 | -22.9% | 11,736 | -13.0% | 0.11% | -27.1% |
| Q3 2018 | $715,000 | +6.2% | 13,492 | -1.2% | 0.16% | +1.3% |
| Q2 2018 | $673,000 | – | 13,650 | – | 0.15% | – |
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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% |