Placemark Investments, Inc. - SCHWAB STRATEGIC TR ownership

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
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 Q4 2014
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 220,012$15,568,05054.37%
Keystone Financial Planning, Inc. 1,680,787$118,932,50041.55%
CGC Financial Services, LLC 674,274$47,711,65333.36%
Kellett Wealth Advisors, LLC 415,824$29,423,72125.21%
Reitz Capital Advisors LLC 182,801$12,854,57824.55%
Rezny Wealth Management, Inc. 900,063$63,688,45822.42%
Walker Financial Services, Inc. 318,384$22,528,83621.89%
Dechtman Wealth Management, LLC 997,308$70,57020.90%
Wealth Management Solutions, LLC 413,874$29,285,74320.08%
HHM Wealth Advisors, LLC 1,443,765$102,160,87319.96%
View complete list of SCHWAB STRATEGIC TR shareholders