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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,641 | -10.9% | 3,528 | -4.9% | 0.02% | -8.3% |
| Q4 2022 | $280,253 | +0.8% | 3,710 | -11.5% | 0.02% | -7.7% |
| Q3 2022 | $278,000 | -7.3% | 4,190 | +0.1% | 0.03% | 0.0% |
| Q2 2022 | $300,000 | +2.4% | 4,187 | +12.9% | 0.03% | +18.2% |
| Q1 2022 | $293,000 | -29.4% | 3,710 | -27.8% | 0.02% | -24.1% |
| Q4 2021 | $415,000 | +50.9% | 5,140 | +38.5% | 0.03% | +45.0% |
| Q3 2021 | $275,000 | -38.6% | 3,710 | -57.6% | 0.02% | -55.6% |
| Q4 2017 | $448,000 | +7.2% | 8,750 | -2.0% | 0.04% | +4.7% |
| Q3 2017 | $418,000 | – | 8,930 | – | 0.04% | – |
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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% |