SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $12,462,000 | -46.1% | 225,367 | -49.6% | 4.26% | +4.2% |
| Q2 2020 | $23,128,000 | +120.8% | 446,920 | +91.9% | 4.09% | -1.8% |
| Q1 2020 | $10,477,000 | -61.2% | 232,942 | -50.1% | 4.16% | +0.2% |
| Q4 2019 | $27,024,000 | +107.4% | 466,582 | +96.2% | 4.15% | -2.9% |
| Q3 2019 | $13,027,000 | +3.3% | 237,803 | +0.1% | 4.28% | -1.5% |
| Q2 2019 | $12,608,000 | +0.4% | 237,586 | -1.1% | 4.34% | +0.8% |
| Q1 2019 | $12,558,000 | -45.8% | 240,222 | -51.3% | 4.31% | +4.4% |
| Q4 2018 | $23,178,000 | +81.8% | 493,502 | +105.1% | 4.12% | -0.7% |
| Q3 2018 | $12,752,000 | +10.7% | 240,620 | +2.9% | 4.16% | +3.8% |
| Q2 2018 | $11,521,000 | +4.5% | 233,749 | +4.0% | 4.00% | +1.0% |
| Q1 2018 | $11,022,000 | -53.4% | 224,819 | -51.4% | 3.96% | -11.5% |
| Q4 2017 | $23,654,000 | +9.6% | 462,294 | +0.2% | 4.48% | +1.1% |
| Q3 2017 | $21,580,000 | +5.1% | 461,142 | +1.3% | 4.43% | +2.6% |
| Q2 2017 | $20,536,000 | +111.3% | 455,380 | +108.9% | 4.32% | +0.6% |
| Q1 2017 | $9,719,000 | +3.3% | 218,028 | +1.0% | 4.29% | -5.7% |
| Q4 2016 | $9,406,000 | +7.6% | 215,901 | +4.5% | 4.55% | +0.6% |
| Q3 2016 | $8,739,000 | +1.6% | 206,569 | -0.5% | 4.53% | -2.5% |
| Q2 2016 | $8,605,000 | +17.2% | 207,663 | +13.4% | 4.64% | +5.5% |
| Q1 2016 | $7,342,000 | +20.3% | 183,128 | +15.7% | 4.40% | +4.7% |
| Q4 2015 | $6,104,000 | – | 158,322 | – | 4.20% | – |
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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% |