SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 395 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $15,000 | -6.2% | 312 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $16,000 | +6.7% | 312 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $15,000 | +7.1% | 312 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $14,000 | -26.3% | 312 | -28.1% | 0.00% | -25.0% |
| Q1 2017 | $19,000 | -95.6% | 434 | -96.3% | 0.00% | -97.5% |
| Q1 2014 | $430,000 | +0.5% | 11,675 | 0.0% | 0.16% | +5.2% |
| Q4 2013 | $428,000 | +68.5% | 11,675 | +54.6% | 0.16% | +50.5% |
| Q3 2013 | $254,000 | – | 7,554 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |