SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 409 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $16,000 | -23.8% | 358 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $21,000 | +5.0% | 358 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $20,000 | +5.3% | 358 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $19,000 | 0.0% | 358 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $19,000 | +11.8% | 358 | 0.0% | 0.01% | +12.5% |
| Q4 2018 | $17,000 | -10.5% | 358 | +0.6% | 0.01% | -11.1% |
| Q3 2018 | $19,000 | +533.3% | 356 | +408.6% | 0.01% | +800.0% |
| Q2 2018 | $3,000 | 0.0% | 70 | 0.0% | 0.00% | -50.0% |
| Q1 2018 | $3,000 | -25.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | +33.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | -25.0% | 70 | -34.0% | 0.00% | -33.3% |
| Q2 2017 | $4,000 | -91.8% | 106 | -90.3% | 0.00% | -91.4% |
| Q1 2017 | $49,000 | 0.0% | 1,097 | -3.1% | 0.04% | -20.5% |
| Q4 2016 | $49,000 | -33.8% | 1,132 | -35.8% | 0.04% | -44.3% |
| Q3 2016 | $74,000 | +1380.0% | 1,763 | +1177.5% | 0.08% | +1216.7% |
| Q2 2016 | $5,000 | -16.7% | 138 | 0.0% | 0.01% | +20.0% |
| Q1 2016 | $6,000 | -40.0% | 138 | -48.9% | 0.01% | -37.5% |
| Q4 2015 | $10,000 | +11.1% | 270 | +0.4% | 0.01% | -27.3% |
| Q3 2015 | $9,000 | -18.2% | 269 | +0.7% | 0.01% | -8.3% |
| Q2 2015 | $11,000 | -35.3% | 267 | -38.5% | 0.01% | -29.4% |
| Q1 2015 | $17,000 | +142.9% | 434 | +158.3% | 0.02% | +142.9% |
| Q4 2014 | $7,000 | – | 168 | – | 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% |