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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $263,615,000 | +4.6% | 4,973,874 | -2.8% | 2.54% | -1.2% |
| Q2 2018 | $252,137,000 | -7.7% | 5,115,377 | -8.2% | 2.58% | -7.0% |
| Q1 2018 | $273,274,000 | +17.2% | 5,573,603 | +22.3% | 2.77% | +6.9% |
| Q4 2017 | $233,260,000 | +10.5% | 4,558,530 | +1.0% | 2.59% | -4.9% |
| Q3 2017 | $211,177,000 | +21.8% | 4,512,332 | +17.4% | 2.73% | +4.9% |
| Q2 2017 | $173,357,000 | +14.3% | 3,843,830 | +13.0% | 2.60% | -3.6% |
| Q1 2017 | $151,685,000 | +12.4% | 3,402,541 | +9.8% | 2.70% | -9.3% |
| Q4 2016 | $134,956,000 | -2.6% | 3,097,462 | -5.4% | 2.97% | -9.6% |
| Q3 2016 | $138,586,000 | +20.5% | 3,275,490 | +18.0% | 3.28% | +3.6% |
| Q2 2016 | $115,013,000 | +25.7% | 2,775,403 | +21.6% | 3.17% | +9.6% |
| Q1 2016 | $91,475,000 | +48.8% | 2,281,739 | +43.1% | 2.89% | +30.8% |
| Q4 2015 | $61,479,000 | +42.5% | 1,594,385 | +32.9% | 2.21% | +28.3% |
| Q3 2015 | $43,134,000 | -18.5% | 1,199,838 | -13.2% | 1.72% | -20.8% |
| Q2 2015 | $52,921,000 | +23.0% | 1,382,099 | +26.6% | 2.18% | +5.3% |
| Q1 2015 | $43,008,000 | +10.8% | 1,091,289 | +12.1% | 2.07% | -8.9% |
| Q4 2014 | $38,805,000 | +445.0% | 973,767 | +427.3% | 2.27% | +360.0% |
| Q3 2014 | $7,120,000 | – | 184,655 | – | 0.49% | – |
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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% |