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 2021 | $490,000 | +7.5% | 6,058 | -1.3% | 0.08% | -4.9% |
| Q3 2021 | $456,000 | 0.0% | 6,137 | +1.8% | 0.08% | -1.2% |
| Q2 2021 | $456,000 | +2.5% | 6,030 | -1.2% | 0.08% | -5.7% |
| Q1 2021 | $445,000 | +14.4% | 6,102 | +0.7% | 0.09% | +8.6% |
| Q4 2020 | $389,000 | +17.9% | 6,060 | +1.5% | 0.08% | +237.5% |
| Q3 2020 | $330,000 | +8.9% | 5,971 | +1.9% | 0.02% | +4.3% |
| Q2 2020 | $303,000 | +4.5% | 5,857 | -9.1% | 0.02% | -32.4% |
| Q1 2020 | $290,000 | -31.6% | 6,441 | -12.0% | 0.03% | -68.8% |
| Q4 2019 | $424,000 | +6.3% | 7,322 | +0.4% | 0.11% | 0.0% |
| Q3 2019 | $399,000 | +1.3% | 7,290 | -1.9% | 0.11% | -1.8% |
| Q2 2019 | $394,000 | +4.0% | 7,433 | +2.6% | 0.11% | 0.0% |
| Q1 2019 | $379,000 | +18.1% | 7,243 | +5.9% | 0.11% | +4.7% |
| Q4 2018 | $321,000 | -10.1% | 6,838 | +1.5% | 0.11% | -2.8% |
| Q3 2018 | $357,000 | +17.4% | 6,737 | +9.3% | 0.11% | +6.9% |
| Q2 2018 | $304,000 | +3.8% | 6,162 | +3.2% | 0.10% | +1.0% |
| Q1 2018 | $293,000 | -2.7% | 5,969 | +1.5% | 0.10% | -1.9% |
| Q4 2017 | $301,000 | +6.7% | 5,878 | -2.5% | 0.10% | +1.0% |
| Q3 2017 | $282,000 | +29.4% | 6,029 | +24.8% | 0.10% | +24.4% |
| Q2 2017 | $218,000 | – | 4,830 | – | 0.08% | – |
Download | ||||||
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% |