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 ↓ |
|---|---|---|---|
| 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% |