SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $648,000 | +5.2% | 12,231 | -2.2% | 0.14% | -9.3% |
| Q2 2018 | $616,000 | +1.8% | 12,505 | +1.3% | 0.15% | -2.6% |
| Q1 2018 | $605,000 | +13.5% | 12,347 | +18.6% | 0.15% | +25.2% |
| Q4 2017 | $533,000 | +7.9% | 10,414 | -1.3% | 0.12% | -3.1% |
| Q3 2017 | $494,000 | +11.3% | 10,546 | +7.2% | 0.13% | -0.8% |
| Q2 2017 | $444,000 | +13.8% | 9,836 | +12.4% | 0.13% | 0.0% |
| Q1 2017 | $390,000 | +32.7% | 8,750 | +28.1% | 0.13% | +7.6% |
| Q4 2016 | $294,000 | +22.5% | 6,829 | +20.3% | 0.12% | +11.2% |
| Q3 2016 | $240,000 | +2.6% | 5,675 | +0.6% | 0.11% | +8.1% |
| Q2 2016 | $234,000 | +6.4% | 5,643 | +2.7% | 0.10% | +2.1% |
| Q1 2016 | $220,000 | +12.8% | 5,495 | +8.4% | 0.10% | -1.0% |
| Q4 2015 | $195,000 | +18.9% | 5,070 | +11.2% | 0.10% | +5.4% |
| Q3 2015 | $164,000 | +6.5% | 4,560 | +13.2% | 0.09% | +9.4% |
| Q2 2015 | $154,000 | -43.0% | 4,030 | -41.1% | 0.08% | +10.4% |
| Q1 2015 | $270,000 | +101.5% | 6,840 | +103.1% | 0.08% | +1.3% |
| Q4 2014 | $134,000 | +71.8% | 3,368 | +66.5% | 0.08% | +61.7% |
| Q3 2014 | $78,000 | +1.3% | 2,023 | 0.0% | 0.05% | 0.0% |
| Q2 2014 | $77,000 | +175.0% | 2,023 | +165.8% | 0.05% | +161.1% |
| Q1 2014 | $28,000 | 0.0% | 761 | 0.0% | 0.02% | -5.3% |
| Q4 2013 | $28,000 | – | 761 | – | 0.02% | – |
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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% |