SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 410 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,222,000 | -28.1% | 71,626 | -7.4% | 2.63% | +26.9% |
| Q4 2019 | $4,481,000 | +0.7% | 77,369 | -4.8% | 2.07% | -6.2% |
| Q3 2019 | $4,451,000 | +0.5% | 81,247 | -2.6% | 2.21% | -2.0% |
| Q2 2019 | $4,428,000 | +1.6% | 83,438 | +0.0% | 2.25% | -1.4% |
| Q1 2019 | $4,360,000 | +8.1% | 83,398 | -2.9% | 2.28% | -40.0% |
| Q4 2018 | $4,033,000 | -14.4% | 85,863 | -3.4% | 3.81% | +61.8% |
| Q3 2018 | $4,712,000 | +2.6% | 88,901 | -4.6% | 2.35% | -2.2% |
| Q2 2018 | $4,593,000 | -12.6% | 93,192 | -13.1% | 2.41% | -18.0% |
| Q1 2018 | $5,258,000 | -8.3% | 107,243 | -4.3% | 2.94% | -11.3% |
| Q4 2017 | $5,733,000 | +7.1% | 112,046 | -2.0% | 3.31% | +2.9% |
| Q3 2017 | $5,352,000 | +2.7% | 114,353 | -1.1% | 3.22% | -3.2% |
| Q2 2017 | $5,212,000 | +5.6% | 115,574 | +4.4% | 3.32% | +2.9% |
| Q1 2017 | $4,937,000 | +3.4% | 110,748 | +1.1% | 3.23% | -1.2% |
| Q4 2016 | $4,774,000 | -48.2% | 109,577 | -50.3% | 3.27% | +2.8% |
| Q3 2016 | $9,225,000 | +101.3% | 220,317 | +99.2% | 3.18% | +3.1% |
| Q2 2016 | $4,583,000 | +17.2% | 110,597 | +13.4% | 3.08% | +11.3% |
| Q1 2016 | $3,909,000 | +20.4% | 97,509 | +15.8% | 2.77% | +12.3% |
| Q4 2015 | $3,248,000 | +30.2% | 84,225 | +21.4% | 2.47% | +23.0% |
| Q3 2015 | $2,494,000 | -6.4% | 69,373 | -0.3% | 2.01% | +3.6% |
| Q2 2015 | $2,665,000 | +38.9% | 69,610 | +43.0% | 1.94% | +40.2% |
| Q1 2015 | $1,918,000 | +229.6% | 48,664 | +233.1% | 1.38% | +218.4% |
| Q4 2014 | $582,000 | – | 14,608 | – | 0.43% | – |
Download | ||||||
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% |