SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 520 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $115,000 | +1050.0% | 2,161 | +1049.5% | 0.19% | +1516.7% |
| Q1 2019 | $10,000 | -94.9% | 188 | -95.5% | 0.01% | -86.4% |
| Q4 2018 | $197,000 | -43.4% | 4,190 | -36.2% | 0.09% | -62.1% |
| Q3 2018 | $348,000 | +75.8% | 6,565 | +64.1% | 0.23% | +132.0% |
| Q2 2018 | $198,000 | -69.7% | 4,001 | -70.0% | 0.10% | -71.7% |
| Q1 2018 | $654,000 | -23.1% | 13,345 | -19.6% | 0.35% | -35.8% |
| Q4 2017 | $850,000 | -10.3% | 16,605 | -18.0% | 0.55% | -9.5% |
| Q3 2017 | $948,000 | -1.4% | 20,260 | -4.9% | 0.61% | -6.5% |
| Q2 2017 | $961,000 | -2.6% | 21,307 | -3.7% | 0.65% | -11.7% |
| Q1 2017 | $987,000 | -4.9% | 22,133 | -7.1% | 0.74% | -36.9% |
| Q4 2016 | $1,038,000 | -17.7% | 23,823 | -20.0% | 1.17% | +3.6% |
| Q3 2016 | $1,261,000 | -16.5% | 29,796 | -18.3% | 1.12% | -18.9% |
| Q2 2016 | $1,511,000 | +2.1% | 36,457 | -1.2% | 1.39% | -7.4% |
| Q1 2016 | $1,480,000 | +7.0% | 36,911 | +4.5% | 1.50% | +14.3% |
| Q3 2015 | $1,383,000 | +10.6% | 35,327 | +8.1% | 1.31% | +28.5% |
| Q2 2015 | $1,251,000 | -1.5% | 32,681 | +1.4% | 1.02% | -32.7% |
| Q1 2015 | $1,270,000 | +6.2% | 32,234 | +7.6% | 1.52% | +38.6% |
| Q4 2014 | $1,196,000 | – | 29,947 | – | 1.10% | – |
Download | ||||||
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% |