SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 224 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $499,000 | +62.5% | 9,121 | +57.9% | 0.00% | +50.0% |
| Q2 2019 | $307,000 | -17.3% | 5,776 | -18.7% | 0.00% | 0.0% |
| Q1 2019 | $371,000 | +16.7% | 7,104 | +4.6% | 0.00% | 0.0% |
| Q4 2018 | $318,000 | -22.4% | 6,791 | -12.3% | 0.00% | 0.0% |
| Q3 2018 | $410,000 | +1.5% | 7,740 | -5.5% | 0.00% | 0.0% |
| Q2 2018 | $404,000 | +5.8% | 8,188 | +5.0% | 0.00% | 0.0% |
| Q1 2018 | $382,000 | -27.5% | 7,795 | -24.2% | 0.00% | -33.3% |
| Q4 2017 | $527,000 | -14.7% | 10,290 | -22.2% | 0.00% | -25.0% |
| Q3 2017 | $618,000 | +3.7% | 13,222 | +0.1% | 0.00% | 0.0% |
| Q2 2017 | $596,000 | +1.2% | 13,215 | +0.1% | 0.00% | 0.0% |
| Q1 2017 | $589,000 | -9.4% | 13,208 | -11.7% | 0.00% | 0.0% |
| Q4 2016 | $650,000 | +6.7% | 14,955 | +3.5% | 0.00% | 0.0% |
| Q3 2016 | $609,000 | +2.0% | 14,447 | +0.0% | 0.00% | 0.0% |
| Q2 2016 | $597,000 | – | 14,441 | – | 0.00% | – |
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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% |