SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 145 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is 2.95 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $3,639,000 | -34.0% | 94,373 | -38.4% | 0.27% | +83.0% |
| Q3 2015 | $5,510,000 | -81.4% | 153,257 | -80.2% | 0.15% | -70.6% |
| Q2 2015 | $29,659,000 | +13.2% | 774,582 | +16.5% | 0.50% | +14.2% |
| Q1 2015 | $26,211,000 | -24.7% | 665,097 | -23.9% | 0.44% | -25.6% |
| Q4 2014 | $34,823,000 | +20.3% | 873,847 | +16.4% | 0.59% | +15.0% |
| Q3 2014 | $28,938,000 | +41.7% | 750,475 | +40.7% | 0.51% | +43.0% |
| Q2 2014 | $20,415,000 | – | 533,458 | – | 0.36% | – |
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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% |