SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 198 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 1.60 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,843,574 | +416.4% | 255,190 | +210.7% | 0.22% | +578.8% |
| Q3 2017 | $3,843,000 | +27.2% | 82,147 | +22.6% | 0.03% | +26.9% |
| Q2 2017 | $3,021,000 | +57.2% | 66,996 | +55.4% | 0.03% | +73.3% |
| Q1 2017 | $1,922,000 | +167.3% | 43,125 | +161.0% | 0.02% | +200.0% |
| Q4 2016 | $719,000 | -72.1% | 16,524 | -74.3% | 0.01% | -66.7% |
| Q1 2016 | $2,575,000 | -0.1% | 64,287 | -10.4% | 0.02% | +150.0% |
| Q3 2015 | $2,578,000 | -1.3% | 71,727 | +8.1% | 0.01% | -50.0% |
| Q1 2015 | $2,613,000 | +1.1% | 66,361 | +2.2% | 0.01% | +9.1% |
| Q4 2014 | $2,585,000 | – | 64,904 | – | 0.01% | – |
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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% |