SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 433 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $79,000 | +58.0% | 975 | +45.7% | 0.02% | +53.8% |
| Q3 2021 | $50,000 | -2.0% | 669 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $51,000 | +4.1% | 669 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $49,000 | +96.0% | 669 | +73.3% | 0.01% | +100.0% |
| Q4 2020 | $25,000 | +19.0% | 386 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $21,000 | +5.0% | 386 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $20,000 | +17.6% | 386 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $17,000 | -22.7% | 386 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $22,000 | 0.0% | 386 | -5.6% | 0.01% | -8.3% |
| Q3 2019 | $22,000 | -46.3% | 409 | -47.3% | 0.01% | -47.8% |
| Q2 2019 | $41,000 | +95.2% | 776 | +89.7% | 0.02% | +91.7% |
| Q1 2019 | $21,000 | 0.0% | 409 | -7.0% | 0.01% | -20.0% |
| Q4 2018 | $21,000 | -44.7% | 440 | -39.1% | 0.02% | -37.5% |
| Q3 2018 | $38,000 | -98.6% | 723 | -98.7% | 0.02% | -98.9% |
| Q2 2018 | $2,772,000 | -65.8% | 56,240 | -65.9% | 2.10% | -67.6% |
| Q1 2018 | $8,096,000 | +134833.3% | 165,131 | +137509.2% | 6.49% | +108000.0% |
| Q4 2017 | $6,000 | – | 120 | – | 0.01% | – |
Download | ||||||
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% |