SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 110 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $5,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $5,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $5,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $5,000 | +25.0% | 65 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $4,000 | -33.3% | 65 | -43.5% | 0.00% | 0.0% |
Q3 2020 | $6,000 | -97.4% | 115 | -97.4% | 0.00% | -97.7% |
Q2 2020 | $232,000 | -2.1% | 4,489 | -14.1% | 0.04% | -13.7% |
Q1 2020 | $237,000 | -70.0% | 5,226 | -61.8% | 0.05% | -67.7% |
Q4 2019 | $791,000 | -7.7% | 13,698 | -12.5% | 0.16% | -19.8% |
Q3 2019 | $857,000 | +2.6% | 15,656 | -0.5% | 0.20% | +6.5% |
Q2 2019 | $835,000 | +1.0% | 15,729 | -0.6% | 0.18% | -9.3% |
Q1 2019 | $827,000 | +11.0% | 15,825 | -0.2% | 0.20% | -2.9% |
Q4 2018 | $745,000 | -7.0% | 15,858 | +5.0% | 0.21% | +9.4% |
Q3 2018 | $801,000 | +14.6% | 15,104 | +6.5% | 0.19% | +7.9% |
Q2 2018 | $699,000 | +27.1% | 14,187 | +26.5% | 0.18% | +21.9% |
Q1 2018 | $550,000 | -2.0% | 11,214 | +2.5% | 0.15% | -8.2% |
Q4 2017 | $561,000 | +16.1% | 10,945 | +6.1% | 0.16% | +8.9% |
Q3 2017 | $483,000 | -9.7% | 10,319 | -12.9% | 0.15% | -13.1% |
Q2 2017 | $535,000 | +3.9% | 11,850 | +2.8% | 0.17% | -6.1% |
Q1 2017 | $515,000 | +1.6% | 11,530 | -1.1% | 0.18% | -6.8% |
Q4 2016 | $507,000 | -19.4% | 11,653 | -21.6% | 0.19% | -28.4% |
Q3 2016 | $629,000 | -30.9% | 14,869 | -32.4% | 0.27% | -29.3% |
Q2 2016 | $910,000 | +11.4% | 21,990 | +7.9% | 0.38% | +2.2% |
Q1 2016 | $817,000 | +136.8% | 20,378 | +129.3% | 0.37% | +185.4% |
Q4 2015 | $345,000 | -6.5% | 8,888 | -13.9% | 0.13% | -6.5% |
Q3 2015 | $369,000 | -0.8% | 10,328 | +6.4% | 0.14% | +9.4% |
Q2 2015 | $372,000 | -2.1% | 9,708 | +1.3% | 0.13% | -0.8% |
Q1 2015 | $380,000 | +49.6% | 9,587 | +50.7% | 0.13% | +37.6% |
Q4 2014 | $254,000 | +20.4% | 6,363 | +16.4% | 0.09% | +14.8% |
Q3 2014 | $211,000 | +2.9% | 5,466 | +2.0% | 0.08% | -4.7% |
Q2 2014 | $205,000 | -7.2% | 5,361 | -10.4% | 0.08% | -7.6% |
Q1 2014 | $221,000 | -7.1% | 5,984 | -8.2% | 0.09% | -16.4% |
Q4 2013 | $238,000 | +19.6% | 6,519 | +10.2% | 0.11% | -9.1% |
Q3 2013 | $199,000 | +15.0% | 5,914 | +12.5% | 0.12% | +4.3% |
Q2 2013 | $173,000 | – | 5,259 | – | 0.12% | – |
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% |