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 | $891,979 | -4.8% | 12,606 | -2.3% | 0.02% | -4.2% |
| Q2 2023 | $936,717 | +19.9% | 12,899 | +20.8% | 0.02% | +14.3% |
| Q1 2023 | $781,433 | -4.3% | 10,681 | -1.2% | 0.02% | -8.7% |
| Q4 2022 | $816,302 | -1.7% | 10,806 | -11.5% | 0.02% | -11.5% |
| Q3 2022 | $830,000 | -19.4% | 12,214 | -15.1% | 0.03% | -16.1% |
| Q2 2022 | $1,030,000 | +55.6% | 14,379 | +71.2% | 0.03% | +72.2% |
| Q1 2022 | $662,000 | +13.0% | 8,397 | +15.8% | 0.02% | +12.5% |
| Q4 2021 | $586,000 | -13.3% | 7,254 | -20.4% | 0.02% | -20.0% |
| Q3 2021 | $676,000 | +24.0% | 9,112 | +26.5% | 0.02% | +25.0% |
| Q2 2021 | $545,000 | +36.9% | 7,204 | +31.9% | 0.02% | +23.1% |
| Q1 2021 | $398,000 | +18.5% | 5,461 | +4.1% | 0.01% | +8.3% |
| Q4 2020 | $336,000 | +27.8% | 5,244 | +10.1% | 0.01% | +9.1% |
| Q3 2020 | $263,000 | 0.0% | 4,761 | +0.5% | 0.01% | 0.0% |
| Q2 2020 | $263,000 | -77.5% | 4,738 | -80.9% | 0.01% | -85.5% |
| Q4 2018 | $1,168,000 | – | 24,871 | – | 0.08% | – |
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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% |