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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $4,260,000 | +22.1% | 78,023 | +8.3% | 1.29% | +10.1% |
| Q4 2018 | $3,488,000 | -7.4% | 72,071 | +1.4% | 1.17% | -2.1% |
| Q3 2018 | $3,765,000 | +13.1% | 71,043 | +7.0% | 1.20% | +8.6% |
| Q2 2018 | $3,329,000 | +3.9% | 66,420 | +1.8% | 1.10% | +1.8% |
| Q1 2018 | $3,204,000 | -7.7% | 65,221 | +0.3% | 1.08% | -6.8% |
| Q4 2017 | $3,471,000 | -4.2% | 65,002 | -16.0% | 1.16% | -9.8% |
| Q3 2017 | $3,623,000 | +1.3% | 77,415 | -0.7% | 1.29% | -3.3% |
| Q2 2017 | $3,578,000 | +2.6% | 77,986 | -0.3% | 1.33% | -2.3% |
| Q1 2017 | $3,488,000 | -5.1% | 78,235 | -7.3% | 1.37% | -12.5% |
| Q4 2016 | $3,676,000 | -7.8% | 84,381 | -10.5% | 1.56% | -8.4% |
| Q3 2016 | $3,987,000 | +0.9% | 94,245 | -1.2% | 1.70% | -5.5% |
| Q2 2016 | $3,952,000 | -4.0% | 95,355 | -7.2% | 1.80% | -7.5% |
| Q1 2016 | $4,117,000 | +1.3% | 102,701 | -2.6% | 1.95% | -0.2% |
| Q4 2015 | $4,066,000 | -9.0% | 105,449 | -15.2% | 1.95% | -7.1% |
| Q3 2015 | $4,469,000 | -7.5% | 124,316 | -0.8% | 2.10% | -6.2% |
| Q2 2015 | $4,832,000 | -13.7% | 125,335 | -11.8% | 2.24% | -15.7% |
| Q1 2015 | $5,598,000 | +5.0% | 142,057 | +5.5% | 2.66% | +0.2% |
| Q4 2014 | $5,331,000 | +21.6% | 134,701 | +13.9% | 2.66% | +14.8% |
| Q3 2014 | $4,385,000 | -4.6% | 118,314 | -1.5% | 2.31% | -3.9% |
| Q2 2014 | $4,597,000 | +14.8% | 120,118 | +10.5% | 2.41% | +13.9% |
| Q1 2014 | $4,004,000 | +14.3% | 108,668 | +13.7% | 2.12% | +9.5% |
| Q4 2013 | $3,502,000 | +22.6% | 95,534 | +12.6% | 1.93% | +17.4% |
| Q3 2013 | $2,856,000 | +4.0% | 84,865 | +3.9% | 1.65% | +0.4% |
| Q2 2013 | $2,745,000 | – | 81,708 | – | 1.64% | – |
Download | ||||||
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% |