SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 523 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $835 | +151.5% | 11,814 | +160.3% | 0.00% | – |
| Q1 2023 | $332 | -99.9% | 4,539 | -48.0% | 0.00% | -100.0% |
| Q3 2022 | $579,000 | +3.8% | 8,727 | +12.0% | 0.00% | 0.0% |
| Q2 2022 | $558,000 | +1824.1% | 7,795 | +1351.6% | 0.00% | – |
| Q3 2020 | $29,000 | -81.2% | 537 | -84.4% | 0.00% | – |
| Q1 2020 | $154,000 | +7600.0% | 3,443 | +9463.9% | 0.00% | – |
| Q4 2019 | $2,000 | -94.7% | 36 | -94.9% | 0.00% | – |
| Q3 2019 | $38,000 | -2.6% | 710 | -5.8% | 0.00% | – |
| Q1 2019 | $39,000 | +44.4% | 754 | +33.5% | 0.00% | -100.0% |
| Q1 2018 | $27,000 | +35.0% | 565 | +23.9% | 0.00% | 0.0% |
| Q2 2017 | $20,000 | 0.0% | 456 | -1.9% | 0.00% | 0.0% |
| Q1 2017 | $20,000 | +400.0% | 465 | +365.0% | 0.00% | – |
| Q4 2016 | $4,000 | 0.0% | 100 | -4.8% | 0.00% | – |
| Q3 2016 | $4,000 | -88.9% | 105 | -88.0% | 0.00% | -100.0% |
| Q2 2016 | $36,000 | – | 873 | – | 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% |