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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $416,000 | +13.7% | 5,708 | 0.0% | 0.11% | +8.8% |
| Q4 2020 | $366,000 | +15.8% | 5,708 | 0.0% | 0.10% | +4.1% |
| Q3 2020 | $316,000 | +7.1% | 5,708 | 0.0% | 0.10% | -1.0% |
| Q2 2020 | $295,000 | +14.8% | 5,708 | 0.0% | 0.10% | -6.6% |
| Q1 2020 | $257,000 | -22.4% | 5,708 | 0.0% | 0.11% | -7.0% |
| Q4 2019 | $331,000 | +5.8% | 5,708 | 0.0% | 0.11% | -1.7% |
| Q3 2019 | $313,000 | +2.6% | 5,708 | 0.0% | 0.12% | +1.8% |
| Q2 2019 | $305,000 | +2.3% | 5,708 | 0.0% | 0.11% | +2.7% |
| Q1 2019 | $298,000 | +11.2% | 5,708 | 0.0% | 0.11% | 0.0% |
| Q4 2018 | $268,000 | -8.8% | 5,708 | +2.6% | 0.11% | +6.7% |
| Q3 2018 | $294,000 | – | 5,562 | – | 0.10% | – |
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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% |