Placemark Investments, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 110 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Placemark Investments, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2014$195,000
+7.1%
4,877
+3.2%
0.00%0.0%
Q3 2014$182,000
+43.3%
4,727
+42.8%
0.00%
+50.0%
Q2 2014$127,000
+74.0%
3,310
+66.7%
0.00%
+100.0%
Q1 2014$73,000
+1.4%
1,986
+0.7%
0.00%0.0%
Q4 2013$72,0001,9730.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2014
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,479,869$108,267,25136.83%
Kellett Wealth Advisors, LLC 456,560$33,401,96332.12%
Rezny Wealth Management, Inc. 884,342$64,698,46123.87%
Davidson Capital Management Inc. 535,358$39,166,79223.79%
Reitz Capital Advisors LLC 326,942$23,919,08922.07%
HHM Wealth Advisors, LLC 1,344,131$98,336,60620.08%
Walker Financial Services, Inc. 265,028$19,389,47619.98%
Whelan Financial 486,301$35,577,78019.73%
WFA Asset Management Corp 424,139$31,030,04519.04%
Wealth Management Solutions, LLC 452,105$33,075,96919.04%
View complete list of SCHWAB STRATEGIC TR shareholders