SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 154 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 1.51 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $574,000 | -1.2% | 14,984 | +1.7% | 0.16% | -1.2% |
| Q1 2015 | $581,000 | -1.0% | 14,736 | 0.0% | 0.16% | -2.9% |
| Q4 2014 | $587,000 | +3.3% | 14,736 | 0.0% | 0.17% | +0.6% |
| Q3 2014 | $568,000 | +0.7% | 14,736 | 0.0% | 0.17% | +0.6% |
| Q2 2014 | $564,000 | +3.9% | 14,736 | 0.0% | 0.17% | +2.4% |
| Q1 2014 | $543,000 | +0.6% | 14,736 | 0.0% | 0.16% | -3.5% |
| Q4 2013 | $540,000 | +8.9% | 14,736 | 0.0% | 0.17% | +4.9% |
| Q3 2013 | $496,000 | – | 14,736 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |