SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 395 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $19,792,000 | +0.7% | 341,614 | -4.8% | 0.14% | -5.5% |
| Q3 2019 | $19,653,000 | +5.6% | 358,653 | +2.3% | 0.14% | +1.4% |
| Q2 2019 | $18,612,000 | -3.7% | 350,638 | -5.1% | 0.14% | -10.1% |
| Q1 2019 | $19,328,000 | +18.9% | 369,608 | +6.8% | 0.16% | -0.6% |
| Q4 2018 | $16,256,000 | -0.4% | 345,985 | +12.3% | 0.16% | -3.0% |
| Q3 2018 | $16,328,000 | +22.3% | 307,994 | +13.8% | 0.16% | -10.3% |
| Q2 2018 | $13,347,000 | +7.6% | 270,724 | +7.0% | 0.18% | +8.2% |
| Q1 2018 | $12,404,000 | +13.6% | 252,906 | +18.6% | 0.17% | +16.4% |
| Q4 2017 | $10,915,000 | +31.8% | 213,251 | +20.6% | 0.15% | +12.3% |
| Q3 2017 | $8,281,000 | +7.6% | 176,894 | +3.6% | 0.13% | -3.7% |
| Q2 2017 | $7,699,000 | +5.8% | 170,672 | +4.5% | 0.14% | -8.2% |
| Q1 2017 | $7,279,000 | +13.0% | 163,285 | +10.5% | 0.15% | +0.7% |
| Q4 2016 | $6,440,000 | +20.4% | 147,781 | +16.9% | 0.15% | +13.2% |
| Q3 2016 | $5,351,000 | +38.2% | 126,431 | +35.2% | 0.13% | +26.5% |
| Q2 2016 | $3,873,000 | – | 93,543 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |