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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $78,449 | +7.4% | 1,030 | -0.2% | 0.01% | 0.0% |
| Q3 2023 | $73,054 | -2.7% | 1,032 | -0.1% | 0.01% | -7.1% |
| Q2 2023 | $75,043 | -0.8% | 1,033 | -0.1% | 0.01% | -6.7% |
| Q1 2023 | $75,667 | -3.5% | 1,034 | -0.4% | 0.02% | -6.2% |
| Q4 2022 | $78,428 | +1860.7% | 1,038 | +1721.1% | 0.02% | +1500.0% |
| Q3 2022 | $4,000 | -99.5% | 57 | -99.5% | 0.00% | -99.4% |
| Q2 2022 | $844,000 | +42100.0% | 11,784 | +40534.5% | 0.15% | – |
| Q1 2022 | $2,000 | -99.7% | 29 | -99.8% | 0.00% | -100.0% |
| Q1 2018 | $668,000 | -3.7% | 13,631 | +0.5% | 0.21% | -4.5% |
| Q4 2017 | $694,000 | -44.9% | 13,558 | -49.7% | 0.22% | -46.9% |
| Q3 2017 | $1,260,000 | +109.0% | 26,934 | +101.5% | 0.42% | +86.7% |
| Q2 2017 | $603,000 | +1.9% | 13,368 | +0.7% | 0.22% | -3.0% |
| Q1 2017 | $592,000 | +2.4% | 13,272 | 0.0% | 0.23% | -4.9% |
| Q4 2016 | $578,000 | +2.8% | 13,272 | 0.0% | 0.24% | -1.2% |
| Q3 2016 | $562,000 | +2.2% | 13,272 | 0.0% | 0.25% | -2.4% |
| Q2 2016 | $550,000 | +3.4% | 13,272 | 0.0% | 0.25% | -13.1% |
| Q1 2016 | $532,000 | +3.9% | 13,272 | 0.0% | 0.29% | -1.0% |
| Q4 2015 | $512,000 | – | 13,272 | – | 0.29% | – |
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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% |