SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $13,002,000 | +9.7% | 277,814 | +5.7% | 0.08% | +4.0% |
| Q2 2017 | $11,849,000 | +44.9% | 262,722 | +43.2% | 0.08% | +36.4% |
| Q1 2017 | $8,180,000 | +6.7% | 183,488 | +4.3% | 0.06% | -3.5% |
| Q4 2016 | $7,666,000 | +15.2% | 175,948 | +11.9% | 0.06% | +7.5% |
| Q3 2016 | $6,653,000 | +14.7% | 157,238 | +12.4% | 0.05% | +8.2% |
| Q2 2016 | $5,799,000 | +28.6% | 139,948 | +24.4% | 0.05% | +22.5% |
| Q1 2016 | $4,509,000 | +18.5% | 112,461 | +14.0% | 0.04% | +11.1% |
| Q4 2015 | $3,805,000 | +97.3% | 98,680 | +84.0% | 0.04% | +80.0% |
| Q3 2015 | $1,929,000 | -11.3% | 53,645 | -5.5% | 0.02% | -9.1% |
| Q2 2015 | $2,174,000 | +44.7% | 56,778 | +49.0% | 0.02% | +37.5% |
| Q1 2015 | $1,502,000 | +22.9% | 38,102 | +24.2% | 0.02% | +14.3% |
| Q4 2014 | $1,222,000 | +318.5% | 30,672 | +305.2% | 0.01% | +250.0% |
| Q3 2014 | $292,000 | +14.5% | 7,569 | +13.4% | 0.00% | +33.3% |
| Q2 2014 | $255,000 | +12.8% | 6,676 | +8.8% | 0.00% | 0.0% |
| Q1 2014 | $226,000 | – | 6,134 | – | 0.00% | – |
Download | ||||||
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% |