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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $302,000 | -35.9% | 6,710 | -17.5% | 0.17% | -23.2% |
| Q4 2019 | $471,000 | +3.1% | 8,137 | -2.5% | 0.22% | -9.8% |
| Q3 2019 | $457,000 | -1.9% | 8,344 | -5.0% | 0.24% | -2.0% |
| Q2 2019 | $466,000 | -1.1% | 8,787 | -2.5% | 0.25% | -5.0% |
| Q1 2019 | $471,000 | -10.8% | 9,010 | -19.8% | 0.26% | -21.3% |
| Q4 2018 | $528,000 | -6.0% | 11,232 | +5.9% | 0.33% | +3.4% |
| Q3 2018 | $562,000 | -1.6% | 10,607 | -8.4% | 0.32% | -6.9% |
| Q2 2018 | $571,000 | -15.2% | 11,583 | -15.6% | 0.35% | -17.6% |
| Q1 2018 | $673,000 | -6.1% | 13,727 | -2.0% | 0.42% | -3.4% |
| Q4 2017 | $717,000 | +8.1% | 14,007 | -1.1% | 0.44% | -1.4% |
| Q3 2017 | $663,000 | +17.6% | 14,166 | +13.3% | 0.44% | +10.0% |
| Q2 2017 | $564,000 | +25.1% | 12,508 | +23.6% | 0.40% | +20.4% |
| Q1 2017 | $451,000 | -0.7% | 10,119 | -2.9% | 0.33% | -8.8% |
| Q4 2016 | $454,000 | +2.3% | 10,419 | -0.8% | 0.36% | +2.8% |
| Q3 2016 | $444,000 | -1.3% | 10,505 | -3.2% | 0.36% | -4.6% |
| Q2 2016 | $450,000 | +4.4% | 10,853 | +0.9% | 0.37% | +4.2% |
| Q1 2016 | $431,000 | +42.7% | 10,751 | +37.4% | 0.36% | +37.8% |
| Q4 2015 | $302,000 | +9.0% | 7,824 | +1.5% | 0.26% | -1.1% |
| Q3 2015 | $277,000 | -99.9% | 7,712 | -0.2% | 0.26% | +4.8% |
| Q2 2015 | $295,752,000 | +6.4% | 7,724 | +9.5% | 0.25% | +2.9% |
| Q1 2015 | $278,077,000 | +117729.2% | 7,056 | +19.2% | 0.24% | +19.7% |
| Q4 2014 | $236,000 | – | 5,917 | – | 0.20% | – |
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% |