SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $796,000 | +3.5% | 10,727 | +5.4% | 0.45% | +3.5% |
| Q2 2021 | $769,000 | -6.0% | 10,175 | -9.2% | 0.43% | -12.8% |
| Q1 2021 | $818,000 | +10.1% | 11,212 | -3.2% | 0.49% | -0.6% |
| Q4 2020 | $743,000 | +14.8% | 11,587 | -1.0% | 0.50% | +0.6% |
| Q3 2020 | $647,000 | +6.9% | 11,702 | +0.2% | 0.49% | -1.2% |
| Q2 2020 | $605,000 | -20.7% | 11,683 | -31.2% | 0.50% | -34.2% |
| Q1 2020 | $763,000 | -28.4% | 16,972 | -7.7% | 0.76% | -6.9% |
| Q4 2019 | $1,065,000 | -0.4% | 18,393 | -5.7% | 0.82% | -5.1% |
| Q3 2019 | $1,069,000 | -2.1% | 19,507 | -5.2% | 0.86% | -2.6% |
| Q2 2019 | $1,092,000 | -11.0% | 20,570 | -12.4% | 0.88% | -16.9% |
| Q1 2019 | $1,227,000 | +23.2% | 23,473 | +10.7% | 1.06% | -8.9% |
| Q4 2018 | $996,000 | -9.9% | 21,206 | +1.6% | 1.17% | +3.7% |
| Q3 2018 | $1,106,000 | -12.2% | 20,872 | -18.3% | 1.12% | -3.1% |
| Q2 2018 | $1,260,000 | -12.9% | 25,561 | -13.3% | 1.16% | -15.5% |
| Q1 2018 | $1,446,000 | -6.6% | 29,497 | -2.5% | 1.37% | -7.2% |
| Q4 2017 | $1,548,000 | – | 30,253 | – | 1.48% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 220,012 | $15,568,050 | 54.37% |
| Keystone Financial Planning, Inc. | 1,680,787 | $118,932,500 | 41.55% |
| CGC Financial Services, LLC | 674,274 | $47,711,653 | 33.36% |
| Kellett Wealth Advisors, LLC | 415,824 | $29,423,721 | 25.21% |
| Reitz Capital Advisors LLC | 182,801 | $12,854,578 | 24.55% |
| Rezny Wealth Management, Inc. | 900,063 | $63,688,458 | 22.42% |
| Walker Financial Services, Inc. | 318,384 | $22,528,836 | 21.89% |
| Dechtman Wealth Management, LLC | 997,308 | $70,570 | 20.90% |
| Wealth Management Solutions, LLC | 413,874 | $29,285,743 | 20.08% |
| HHM Wealth Advisors, LLC | 1,443,765 | $102,160,873 | 19.96% |