SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 520 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $41,028,000 | +24.0% | 507,580 | +13.9% | 4.23% | +12.0% |
| Q3 2021 | $33,075,000 | +11.0% | 445,511 | +13.0% | 3.78% | +10.7% |
| Q2 2021 | $29,801,000 | +20.7% | 394,094 | +16.4% | 3.41% | +14.8% |
| Q1 2021 | $24,693,000 | +48.7% | 338,637 | +30.8% | 2.97% | +31.0% |
| Q4 2020 | $16,609,000 | +30.9% | 258,945 | +12.8% | 2.27% | +9.7% |
| Q3 2020 | $12,691,000 | +5.6% | 229,486 | -1.2% | 2.07% | -0.5% |
| Q2 2020 | $12,023,000 | +10.1% | 232,335 | -4.3% | 2.08% | -9.9% |
| Q1 2020 | $10,920,000 | -1.3% | 242,778 | +27.1% | 2.31% | +29.7% |
| Q4 2019 | $11,068,000 | +29.4% | 191,083 | +22.4% | 1.78% | +19.2% |
| Q3 2019 | $8,553,000 | +55.8% | 156,149 | +50.9% | 1.49% | +56.9% |
| Q2 2019 | $5,491,000 | +58.9% | 103,462 | +56.6% | 0.95% | +53.1% |
| Q1 2019 | $3,455,000 | +124.2% | 66,079 | +101.3% | 0.62% | +92.3% |
| Q4 2018 | $1,541,000 | +375.6% | 32,822 | +436.7% | 0.32% | +447.5% |
| Q3 2018 | $324,000 | – | 6,116 | – | 0.06% | – |
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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% |