SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,171,000 | -2.4% | 56,179 | -0.6% | 2.52% | +2.1% |
| Q2 2021 | $4,274,000 | +4.5% | 56,523 | +0.8% | 2.47% | -2.8% |
| Q1 2021 | $4,091,000 | +49.1% | 56,100 | +13.1% | 2.54% | +23.7% |
| Q4 2020 | $2,743,000 | +0.0% | 49,606 | 0.0% | 2.05% | +0.6% |
| Q3 2020 | $2,742,000 | +22.9% | 49,606 | +15.0% | 2.04% | +0.3% |
| Q2 2020 | $2,231,000 | -10.1% | 43,117 | -13.9% | 2.04% | -12.8% |
| Q1 2020 | $2,482,000 | -33.9% | 50,049 | -23.3% | 2.34% | -14.5% |
| Q4 2019 | $3,756,000 | +7.4% | 65,248 | +2.2% | 2.73% | -14.3% |
| Q3 2019 | $3,496,000 | +5.5% | 63,821 | +3.4% | 3.19% | +4.5% |
| Q2 2019 | $3,314,000 | -0.5% | 61,721 | -2.1% | 3.05% | -9.1% |
| Q1 2019 | $3,330,000 | +17.9% | 63,052 | +7.3% | 3.35% | -13.5% |
| Q4 2018 | $2,825,000 | +91.7% | 58,746 | +98.8% | 3.88% | +106.1% |
| Q3 2018 | $1,474,000 | -0.2% | 29,557 | -1.4% | 1.88% | +9.9% |
| Q2 2018 | $1,477,000 | -49.9% | 29,968 | -50.2% | 1.71% | -25.8% |
| Q1 2018 | $2,948,000 | -12.3% | 60,128 | -4.4% | 2.31% | -4.2% |
| Q4 2017 | $3,363,000 | – | 62,867 | – | 2.41% | – |
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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% |