SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 409 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $277,000 | +26.5% | 5,001 | +17.9% | 0.26% | +13.5% |
| Q2 2020 | $219,000 | -7.2% | 4,241 | +3.9% | 0.23% | +4.1% |
| Q4 2019 | $236,000 | +5.4% | 4,082 | 0.0% | 0.22% | +20.8% |
| Q3 2019 | $224,000 | +3.2% | 4,082 | 0.0% | 0.18% | 0.0% |
| Q2 2019 | $217,000 | +1.9% | 4,082 | 0.0% | 0.18% | -7.1% |
| Q1 2019 | $213,000 | -1.4% | 4,082 | 0.0% | 0.20% | -3.4% |
| Q3 2018 | $216,000 | +7.5% | 4,082 | 0.0% | 0.20% | +4.1% |
| Q2 2018 | $201,000 | +0.5% | 4,082 | 0.0% | 0.20% | -2.0% |
| Q1 2018 | $200,000 | -4.3% | 4,082 | 0.0% | 0.20% | -5.2% |
| Q4 2017 | $209,000 | – | 4,082 | – | 0.21% | – |
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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% |