SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 669 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,680,000 | +78.7% | 30,664 | +73.3% | 3.71% | +74.3% |
| Q2 2019 | $940,000 | -1.7% | 17,698 | -3.2% | 2.13% | +7.3% |
| Q1 2019 | $956,000 | +16.0% | 18,274 | +4.1% | 1.98% | +3.1% |
| Q4 2018 | $824,000 | +78.7% | 17,550 | +95.0% | 1.92% | +94.9% |
| Q4 2017 | $461,000 | -74.7% | 9,002 | -76.9% | 0.99% | -54.4% |
| Q3 2017 | $1,824,000 | +1.3% | 38,964 | -2.4% | 2.16% | -0.1% |
| Q2 2017 | $1,800,000 | +13.5% | 39,906 | +12.2% | 2.17% | -9.1% |
| Q1 2017 | $1,586,000 | +126.2% | 35,580 | +121.3% | 2.38% | -33.9% |
| Q4 2016 | $701,000 | +23.2% | 16,080 | +19.5% | 3.61% | +13.5% |
| Q3 2016 | $569,000 | – | 13,457 | – | 3.18% | – |
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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% |