Carroll Financial Associates, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 395 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$5,972,000
-18.1%
74,154
-24.5%
0.32%
-22.1%
Q3 2021$7,293,000
+4.4%
98,236
+6.3%
0.41%
+3.3%
Q2 2021$6,986,000
+14.4%
92,384
+10.3%
0.40%
+5.1%
Q1 2021$6,108,000
+48.1%
83,765
+30.2%
0.38%
+37.2%
Q4 2020$4,125,000
+43.8%
64,314
+24.0%
0.27%
+24.0%
Q3 2020$2,868,000
+21.7%
51,869
+13.9%
0.22%
+12.2%
Q2 2020$2,356,000
+97.8%
45,535
+71.9%
0.20%
+68.4%
Q1 2020$1,191,000
-12.5%
26,493
+12.7%
0.12%
+8.3%
Q4 2019$1,361,000
+5.1%
23,502
-0.6%
0.11%
-4.4%
Q3 2019$1,295,000
+4.4%
23,655
+1.2%
0.11%
+4.6%
Q2 2019$1,240,000
+14.5%
23,374
+12.8%
0.11%
+5.9%
Q1 2019$1,083,000
+34.2%
20,730
+22.3%
0.10%
+13.3%
Q4 2018$807,000
-11.7%
16,951
-1.7%
0.09%
-7.2%
Q3 2018$914,000
+7.5%
17,2500.0%0.10%
+6.6%
Q2 2018$850,000
+3.7%
17,250
+3.1%
0.09%
+1.1%
Q1 2018$820,000
-4.0%
16,728
+0.2%
0.09%
-3.2%
Q4 2017$854,000
+22.3%
16,690
+13.4%
0.09%
+16.2%
Q3 2017$698,000
+49.1%
14,724
+41.8%
0.08%
+40.4%
Q2 2017$468,000
+23.8%
10,386
+22.4%
0.06%
+18.8%
Q1 2017$378,000
+197.6%
8,485
+189.5%
0.05%
+166.7%
Q4 2016$127,000
+2.4%
2,9310.0%0.02%
-5.3%
Q3 2016$124,0002,9310.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2017
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,479,869$108,267,25136.83%
Kellett Wealth Advisors, LLC 456,560$33,401,96332.12%
Rezny Wealth Management, Inc. 884,342$64,698,46123.87%
Davidson Capital Management Inc. 535,358$39,166,79223.79%
Reitz Capital Advisors LLC 326,942$23,919,08922.07%
HHM Wealth Advisors, LLC 1,344,131$98,336,60620.08%
Walker Financial Services, Inc. 265,028$19,389,47619.98%
Whelan Financial 486,301$35,577,78019.73%
WFA Asset Management Corp 424,139$31,030,04519.04%
Wealth Management Solutions, LLC 452,105$33,075,96919.04%
View complete list of SCHWAB STRATEGIC TR shareholders