SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $751,764 | -28.1% | 10,624 | -26.3% | 0.05% | -27.8% |
| Q2 2023 | $1,046,280 | -18.2% | 14,408 | -17.5% | 0.07% | -20.9% |
| Q1 2023 | $1,278,348 | +4.2% | 17,473 | +7.6% | 0.09% | -6.2% |
| Q4 2022 | $1,226,528 | -8.5% | 16,237 | -10.5% | 0.10% | -21.8% |
| Q3 2022 | $1,340,000 | +2.6% | 18,138 | -0.5% | 0.12% | +31.9% |
| Q2 2022 | $1,306,000 | -9.3% | 18,229 | -0.1% | 0.09% | -7.8% |
| Q1 2022 | $1,440,000 | -7.3% | 18,241 | -5.1% | 0.10% | +3.0% |
| Q4 2021 | $1,554,000 | +6.7% | 19,221 | -2.1% | 0.10% | 0.0% |
| Q3 2021 | $1,457,000 | -2.2% | 19,625 | -0.4% | 0.10% | +2.1% |
| Q2 2021 | $1,490,000 | +2.8% | 19,704 | -0.9% | 0.10% | -1.0% |
| Q1 2021 | $1,450,000 | +6.5% | 19,884 | -6.3% | 0.10% | -15.5% |
| Q4 2020 | $1,361,000 | +14.9% | 21,225 | -0.9% | 0.12% | -4.1% |
| Q3 2020 | $1,184,000 | +6.6% | 21,407 | -0.4% | 0.12% | +1.7% |
| Q2 2020 | $1,111,000 | +8.4% | 21,483 | -5.7% | 0.12% | -3.3% |
| Q1 2020 | $1,025,000 | -27.3% | 22,791 | -6.3% | 0.12% | -3.1% |
| Q4 2019 | $1,409,000 | +4.1% | 24,326 | -1.6% | 0.13% | +2.4% |
| Q3 2019 | $1,354,000 | -2.2% | 24,717 | -5.3% | 0.12% | +0.8% |
| Q2 2019 | $1,385,000 | +1.5% | 26,101 | 0.0% | 0.12% | +1.7% |
| Q1 2019 | $1,364,000 | +4.6% | 26,101 | -6.0% | 0.12% | -9.7% |
| Q4 2018 | $1,304,000 | -11.2% | 27,765 | +0.3% | 0.13% | -10.7% |
| Q3 2018 | $1,468,000 | +4.9% | 27,693 | -2.5% | 0.15% | -2.6% |
| Q2 2018 | $1,400,000 | -24.8% | 28,414 | -25.2% | 0.15% | -30.6% |
| Q1 2018 | $1,861,000 | -3.8% | 37,968 | +0.4% | 0.22% | -6.3% |
| Q4 2017 | $1,935,000 | +6.9% | 37,813 | -2.2% | 0.24% | -0.4% |
| Q3 2017 | $1,810,000 | +3.7% | 38,669 | -0.1% | 0.24% | -5.2% |
| Q2 2017 | $1,746,000 | -16.8% | 38,721 | -17.8% | 0.25% | -4.9% |
| Q1 2017 | $2,099,000 | -2.1% | 47,078 | -4.4% | 0.26% | -10.8% |
| Q4 2016 | $2,145,000 | +9.3% | 49,228 | +6.1% | 0.30% | +13.0% |
| Q3 2016 | $1,963,000 | +3.4% | 46,406 | +1.3% | 0.26% | -0.4% |
| Q2 2016 | $1,898,000 | +19.6% | 45,817 | +15.8% | 0.26% | -17.0% |
| Q1 2016 | $1,587,000 | +79.3% | 39,564 | +72.3% | 0.32% | +72.3% |
| Q4 2015 | $885,000 | +1911.4% | 22,962 | +1780.6% | 0.18% | +1740.0% |
| Q3 2015 | $44,000 | +10.0% | 1,221 | +19.8% | 0.01% | +11.1% |
| Q1 2015 | $40,000 | +100.0% | 1,019 | +103.8% | 0.01% | +80.0% |
| Q4 2014 | $20,000 | +400.0% | 500 | +400.0% | 0.01% | +400.0% |
| Q1 2014 | $4,000 | – | 100 | – | 0.00% | – |
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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% |