SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |