SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 433 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $678,625 | -11.9% | 8,914 | -18.1% | 0.02% | -20.7% |
| Q3 2023 | $770,366 | -2.3% | 10,887 | +0.3% | 0.03% | 0.0% |
| Q2 2023 | $788,323 | -0.4% | 10,855 | +0.3% | 0.03% | -6.5% |
| Q1 2023 | $791,882 | +76262.8% | 10,823 | -21.1% | 0.03% | -27.9% |
| Q4 2022 | $1,037 | -99.8% | 13,722 | +81.2% | 0.04% | +87.0% |
| Q3 2022 | $503,000 | -7.4% | 7,573 | -0.0% | 0.02% | 0.0% |
| Q2 2022 | $543,000 | +104.9% | 7,575 | +125.8% | 0.02% | +155.6% |
| Q1 2022 | $265,000 | -4.3% | 3,355 | -1.9% | 0.01% | 0.0% |
| Q4 2021 | $277,000 | +9.9% | 3,421 | +0.8% | 0.01% | 0.0% |
| Q3 2021 | $252,000 | -0.8% | 3,394 | +1.0% | 0.01% | 0.0% |
| Q2 2021 | $254,000 | +4.5% | 3,359 | +0.7% | 0.01% | 0.0% |
| Q1 2021 | $243,000 | +14.1% | 3,336 | +0.7% | 0.01% | 0.0% |
| Q4 2020 | $213,000 | -12.7% | 3,313 | -38.9% | 0.01% | -35.7% |
| Q1 2020 | $244,000 | -17.0% | 5,418 | +6.7% | 0.01% | +7.7% |
| Q4 2019 | $294,000 | +18.5% | 5,079 | +12.2% | 0.01% | +8.3% |
| Q3 2019 | $248,000 | +15.9% | 4,525 | +12.4% | 0.01% | +20.0% |
| Q2 2019 | $214,000 | +1.4% | 4,027 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $211,000 | -45.1% | 4,027 | -48.3% | 0.01% | -58.3% |
| Q2 2018 | $384,000 | +0.5% | 7,788 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $382,000 | – | 7,788 | – | 0.02% | – |
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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% |