SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 523 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $308,000 | -10.5% | 3,900 | -14.4% | 0.01% | -21.4% |
| Q2 2021 | $344,000 | +254.6% | 4,556 | +201.3% | 0.01% | +180.0% |
| Q4 2020 | $97,000 | -52.7% | 1,512 | -59.3% | 0.01% | -54.5% |
| Q3 2020 | $205,000 | -5.5% | 3,712 | -11.3% | 0.01% | -15.4% |
| Q2 2020 | $217,000 | -6.5% | 4,185 | +4.5% | 0.01% | 0.0% |
| Q4 2019 | $232,000 | +3.1% | 4,004 | -2.4% | 0.01% | -7.1% |
| Q3 2019 | $225,000 | +5.6% | 4,104 | +2.5% | 0.01% | -6.7% |
| Q2 2019 | $213,000 | -0.5% | 4,004 | -2.3% | 0.02% | -6.2% |
| Q1 2019 | $214,000 | +0.5% | 4,098 | -9.6% | 0.02% | 0.0% |
| Q4 2018 | $213,000 | -5.8% | 4,535 | -1.0% | 0.02% | -5.9% |
| Q2 2018 | $226,000 | – | 4,582 | – | 0.02% | – |
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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% |