SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $17,000 | +13.3% | 325 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $15,000 | -21.1% | 325 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $19,000 | +5.6% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $18,000 | +5.9% | 325 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 325 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $15,000 | -11.8% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $17,000 | +6.2% | 325 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $16,000 | 0.0% | 325 | 0.0% | 0.01% | +9.1% |
| Q1 2018 | $16,000 | -5.9% | 325 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $17,000 | +13.3% | 325 | 0.0% | 0.01% | +10.0% |
| Q3 2017 | $15,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $15,000 | +7.1% | 325 | -0.3% | 0.01% | 0.0% |
| Q1 2017 | $14,000 | 0.0% | 326 | +0.3% | 0.01% | 0.0% |
| Q4 2016 | $14,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $14,000 | +7.7% | 325 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $13,000 | 0.0% | 325 | 0.0% | 0.01% | -9.1% |
| Q1 2016 | $13,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $13,000 | – | 325 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,479,869 | $108,267,251 | 36.83% |
| Kellett Wealth Advisors, LLC | 456,560 | $33,401,963 | 32.12% |
| Rezny Wealth Management, Inc. | 884,342 | $64,698,461 | 23.87% |
| Davidson Capital Management Inc. | 535,358 | $39,166,792 | 23.79% |
| Reitz Capital Advisors LLC | 326,942 | $23,919,089 | 22.07% |
| HHM Wealth Advisors, LLC | 1,344,131 | $98,336,606 | 20.08% |
| Walker Financial Services, Inc. | 265,028 | $19,389,476 | 19.98% |
| Whelan Financial | 486,301 | $35,577,780 | 19.73% |
| WFA Asset Management Corp | 424,139 | $31,030,045 | 19.04% |
| Wealth Management Solutions, LLC | 452,105 | $33,075,969 | 19.04% |