SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $6,752,000 | -38.4% | 143,772 | -30.5% | 1.62% | -16.2% |
| Q3 2018 | $10,966,000 | +14.6% | 206,934 | +6.6% | 1.94% | -4.3% |
| Q2 2018 | $9,570,000 | +10.6% | 194,096 | +10.0% | 2.02% | +12.5% |
| Q1 2018 | $8,649,000 | +9.6% | 176,406 | +14.3% | 1.80% | -15.7% |
| Q4 2017 | $7,895,000 | +22.4% | 154,313 | +12.0% | 2.13% | +8.5% |
| Q3 2017 | $6,452,000 | +7.1% | 137,819 | +3.2% | 1.97% | +3.9% |
| Q2 2017 | $6,025,000 | +36.8% | 133,580 | +35.2% | 1.89% | +34.1% |
| Q1 2017 | $4,405,000 | +32.2% | 98,811 | +29.2% | 1.41% | +12.7% |
| Q4 2016 | $3,333,000 | +6.8% | 76,492 | +3.6% | 1.25% | -1.0% |
| Q3 2016 | $3,122,000 | – | 73,817 | – | 1.27% | – |
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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% |