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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $513,000 | +11.5% | 8,864 | +5.7% | 0.16% | +1.9% |
| Q3 2019 | $460,000 | +3.6% | 8,389 | +0.3% | 0.15% | -7.2% |
| Q2 2019 | $444,000 | +7.2% | 8,367 | +5.7% | 0.17% | +4.4% |
| Q1 2019 | $414,000 | +4.8% | 7,915 | -5.9% | 0.16% | -9.1% |
| Q4 2018 | $395,000 | -7.1% | 8,414 | +4.9% | 0.18% | +4.2% |
| Q3 2018 | $425,000 | +14.2% | 8,018 | +6.3% | 0.17% | +8.4% |
| Q2 2018 | $372,000 | +0.5% | 7,545 | 0.0% | 0.16% | 0.0% |
| Q1 2018 | $370,000 | -4.1% | 7,545 | 0.0% | 0.16% | -4.3% |
| Q4 2017 | $386,000 | +9.3% | 7,545 | 0.0% | 0.16% | +5.2% |
| Q3 2017 | $353,000 | -2.8% | 7,545 | -6.2% | 0.15% | -4.3% |
| Q2 2017 | $363,000 | +1.1% | 8,045 | 0.0% | 0.16% | 0.0% |
| Q1 2017 | $359,000 | +2.3% | 8,045 | 0.0% | 0.16% | -1.2% |
| Q4 2016 | $351,000 | +47.5% | 8,045 | +42.8% | 0.16% | +101.2% |
| Q3 2016 | $238,000 | +20.8% | 5,635 | +18.4% | 0.08% | +26.6% |
| Q2 2016 | $197,000 | +3.1% | 4,760 | 0.0% | 0.06% | -9.9% |
| Q1 2016 | $191,000 | +3.8% | 4,760 | 0.0% | 0.07% | +2.9% |
| Q4 2015 | $184,000 | +36.3% | 4,760 | +26.6% | 0.07% | +30.2% |
| Q3 2015 | $135,000 | -6.2% | 3,760 | 0.0% | 0.05% | +1.9% |
| Q2 2015 | $144,000 | -2.7% | 3,760 | 0.0% | 0.05% | -5.5% |
| Q1 2015 | $148,000 | -1.3% | 3,760 | 0.0% | 0.06% | -1.8% |
| Q4 2014 | $150,000 | +29.3% | 3,760 | +25.3% | 0.06% | +21.7% |
| Q3 2014 | $116,000 | +0.9% | 3,000 | 0.0% | 0.05% | -13.2% |
| Q2 2014 | $115,000 | – | 3,000 | – | 0.05% | – |
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% |