SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 88 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 2.18 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304 | +21.1% | 4,307 | +24.7% | 0.18% | +23.5% |
| Q2 2023 | $251 | +6.4% | 3,455 | +7.0% | 0.15% | -1.3% |
| Q1 2023 | $236 | -3.3% | 3,230 | +0.2% | 0.15% | -5.6% |
| Q4 2022 | $244 | -99.9% | 3,225 | 0.0% | 0.16% | +11.9% |
| Q3 2022 | $214,000 | -7.4% | 3,225 | 0.0% | 0.14% | -1.4% |
| Q2 2022 | $231,000 | -9.1% | 3,225 | 0.0% | 0.14% | +9.0% |
| Q1 2022 | $254,000 | -50.7% | 3,225 | -75.3% | 0.13% | -67.7% |
| Q1 2015 | $515,000 | -0.4% | 13,060 | +0.6% | 0.41% | -5.1% |
| Q4 2014 | $517,000 | -9.3% | 12,980 | -12.2% | 0.43% | -9.0% |
| Q3 2014 | $570,000 | -4.5% | 14,782 | -5.2% | 0.48% | +30.7% |
| Q2 2014 | $597,000 | +5.5% | 15,597 | +1.5% | 0.36% | +1.1% |
| Q1 2014 | $566,000 | -5.5% | 15,362 | -6.1% | 0.36% | -9.8% |
| Q4 2013 | $599,000 | +11.5% | 16,352 | +2.4% | 0.40% | +5.3% |
| Q3 2013 | $537,000 | -0.9% | 15,962 | -3.8% | 0.38% | +3.0% |
| Q2 2013 | $542,000 | – | 16,588 | – | 0.37% | – |
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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% |