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 2023 | $249,359 | -1.6% | 3,524 | +0.9% | 0.06% | +1.6% |
| Q2 2023 | $253,517 | -0.7% | 3,491 | 0.0% | 0.06% | -4.7% |
| Q1 2023 | $255,402 | -3.2% | 3,491 | 0.0% | 0.06% | -5.9% |
| Q4 2022 | $263,710 | +13.7% | 3,491 | 0.0% | 0.07% | +4.6% |
| Q3 2022 | $232,000 | -7.2% | 3,491 | 0.0% | 0.06% | -1.5% |
| Q2 2022 | $250,000 | -9.1% | 3,491 | 0.0% | 0.07% | +3.1% |
| Q1 2022 | $275,000 | -2.5% | 3,491 | 0.0% | 0.06% | -7.2% |
| Q4 2021 | $282,000 | +4.8% | 3,491 | -3.6% | 0.07% | -8.0% |
| Q3 2021 | $269,000 | +1.9% | 3,623 | +3.8% | 0.08% | 0.0% |
| Q2 2021 | $264,000 | +3.5% | 3,491 | 0.0% | 0.08% | -11.8% |
| Q1 2021 | $255,000 | +13.8% | 3,491 | 0.0% | 0.08% | +3.7% |
| Q4 2020 | $224,000 | -3.9% | 3,491 | -32.7% | 0.08% | -36.4% |
| Q1 2020 | $233,000 | +15.3% | 5,191 | +48.7% | 0.13% | +61.2% |
| Q4 2019 | $202,000 | +33.8% | 3,491 | +8.9% | 0.08% | -31.0% |
| Q4 2018 | $151,000 | – | 3,206 | – | 0.12% | – |
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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% |