SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 224 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,140,000 | +4.5% | 24,350 | +0.7% | 0.27% | +3.1% |
| Q2 2017 | $1,091,000 | +4.2% | 24,182 | +2.9% | 0.26% | +4.4% |
| Q1 2017 | $1,047,000 | -7.8% | 23,496 | -9.9% | 0.25% | -11.7% |
| Q4 2016 | $1,136,000 | +7.1% | 26,073 | +4.0% | 0.28% | +7.2% |
| Q3 2016 | $1,061,000 | +5.4% | 25,068 | +3.1% | 0.26% | +6.0% |
| Q2 2016 | $1,007,000 | -8.7% | 24,311 | -11.6% | 0.25% | -12.1% |
| Q1 2016 | $1,103,000 | +5.4% | 27,501 | +1.4% | 0.28% | +8.5% |
| Q4 2015 | $1,046,000 | -0.3% | 27,126 | -7.1% | 0.26% | -4.4% |
| Q3 2015 | $1,049,000 | -6.8% | 29,185 | -0.7% | 0.27% | +4.2% |
| Q2 2015 | $1,125,000 | -60.1% | 29,379 | -59.0% | 0.26% | -59.4% |
| Q1 2015 | $2,823,000 | +24.4% | 71,642 | +25.8% | 0.64% | +22.2% |
| Q4 2014 | $2,270,000 | +790.2% | 56,969 | +760.6% | 0.53% | +748.4% |
| Q3 2014 | $255,000 | +19.2% | 6,620 | +18.6% | 0.06% | +21.6% |
| Q2 2014 | $214,000 | – | 5,580 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,007,436 | $81,431,000 | 27.74% |
| Orgel Wealth Management, LLC | 3,063,799 | $247,647,000 | 23.91% |
| Kellett Wealth Advisors, LLC | 341,745 | $27,623,000 | 21.14% |
| WFA Asset Management Corp | 374,555 | $30,275,315 | 19.76% |
| HHM Wealth Advisors, LLC | 1,007,816 | $81,462,000 | 19.66% |
| Reitz Capital Advisors LLC | 338,201 | $25,574,000 | 18.04% |
| AllGen Financial Advisors, Inc. | 291,226 | $23,539,835 | 17.45% |
| Legacy Financial Strategies, LLC | 499,154 | $40,347,000 | 17.44% |
| McCarthy Asset Management, Inc. | 303,827 | $24,552,000 | 16.88% |
| Members Advisory Group LLC | 313,288 | $25,327,000 | 16.72% |