SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 106 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $732,366 | -3.5% | 10,350 | -1.0% | 0.37% | +5.4% |
| Q2 2023 | $758,879 | -1.7% | 10,450 | -0.9% | 0.36% | -10.4% |
| Q1 2023 | $771,838 | -3.2% | 10,550 | 0.0% | 0.40% | -1.2% |
| Q4 2022 | $796,947 | +15.8% | 10,550 | +1.9% | 0.40% | +21.9% |
| Q3 2022 | $688,000 | -7.2% | 10,350 | 0.0% | 0.33% | +8.6% |
| Q2 2022 | $741,000 | -5.4% | 10,350 | 0.0% | 0.30% | +0.7% |
| Q1 2022 | $783,000 | +240.4% | 10,350 | +72.5% | 0.30% | +43.3% |
| Q2 2015 | $230,000 | -2.5% | 6,000 | 0.0% | 0.21% | +9.9% |
| Q1 2015 | $236,000 | -1.3% | 6,000 | 0.0% | 0.19% | +3.8% |
| Q4 2014 | $239,000 | +3.5% | 6,000 | 0.0% | 0.18% | -4.7% |
| Q3 2014 | $231,000 | -13.8% | 6,000 | -14.3% | 0.19% | -13.5% |
| Q2 2014 | $268,000 | +3.9% | 7,000 | 0.0% | 0.22% | +7.2% |
| Q1 2014 | $258,000 | -21.8% | 7,000 | -22.2% | 0.21% | -25.2% |
| Q4 2013 | $330,000 | +8.9% | 9,000 | 0.0% | 0.28% | -7.0% |
| Q3 2013 | $303,000 | +3.1% | 9,000 | 0.0% | 0.30% | +3.5% |
| Q2 2013 | $294,000 | – | 9,000 | – | 0.29% | – |
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% |