SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $7,000 | +16.7% | 94 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | -100.0% | 94 | -100.0% | 0.00% | -100.0% |
| Q3 2018 | $15,279,000 | +13.0% | 288,419 | +5.1% | 0.15% | +9.7% |
| Q2 2018 | $13,527,000 | +193142.9% | 274,440 | -65.5% | 0.13% | – |
| Q1 2018 | $7,000 | -100.0% | 796,588 | -4.5% | 0.00% | -100.0% |
| Q4 2017 | $42,686,000 | +3624.8% | 834,203 | +3306.3% | 0.40% | +4366.7% |
| Q3 2017 | $1,146,000 | +3.8% | 24,490 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $1,104,000 | -97.0% | 24,490 | -97.1% | 0.01% | -97.0% |
| Q4 2016 | $36,587,000 | +3134.9% | 839,728 | +2876.0% | 0.30% | +2618.2% |
| Q1 2016 | $1,131,000 | -95.3% | 28,217 | -95.5% | 0.01% | -95.2% |
| Q4 2015 | $23,933,000 | – | 620,675 | – | 0.23% | – |
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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% |