SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 434 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $625,000 | -5.0% | 11,301 | -11.2% | 0.49% | -20.9% |
| Q2 2020 | $658,000 | +5.3% | 12,720 | -8.4% | 0.62% | -20.0% |
| Q1 2020 | $625,000 | -26.6% | 13,888 | -5.6% | 0.78% | -1.1% |
| Q4 2019 | $852,000 | +92.8% | 14,710 | +82.1% | 0.79% | +70.9% |
| Q3 2019 | $442,000 | +10.2% | 8,078 | +7.0% | 0.46% | +9.0% |
| Q2 2019 | $401,000 | +1.5% | 7,547 | 0.0% | 0.42% | -5.6% |
| Q1 2019 | $395,000 | +11.9% | 7,547 | +0.3% | 0.45% | -3.2% |
| Q4 2018 | $353,000 | -18.3% | 7,521 | -7.8% | 0.46% | +6.4% |
| Q3 2018 | $432,000 | +8.0% | 8,155 | +0.4% | 0.44% | 0.0% |
| Q2 2018 | $400,000 | +0.5% | 8,123 | 0.0% | 0.44% | +6.6% |
| Q1 2018 | $398,000 | – | 8,123 | – | 0.41% | – |
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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% |