SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |