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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $909,000 | +3.9% | 19,419 | +0.0% | 0.63% | -1.7% |
| Q2 2017 | $875,000 | +1.2% | 19,412 | +0.0% | 0.64% | -3.0% |
| Q1 2017 | $865,000 | +2.4% | 19,404 | +0.0% | 0.66% | -1.6% |
| Q4 2016 | $845,000 | +3.0% | 19,396 | +0.0% | 0.67% | +2.9% |
| Q3 2016 | $820,000 | +1.1% | 19,387 | +0.0% | 0.65% | -0.3% |
| Q2 2016 | $811,000 | +4.4% | 19,381 | +0.0% | 0.65% | -3.8% |
| Q1 2016 | $777,000 | +4.9% | 19,373 | +0.0% | 0.68% | -1.2% |
| Q4 2015 | $741,000 | +6.5% | 19,365 | +0.0% | 0.69% | +4.3% |
| Q3 2015 | $696,000 | – | 19,358 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 183,828 | $13,994,791 | 3.68% |
| JUNCTURE WEALTH STRATEGIES, LLC | 96,138 | $7,318,986 | 3.32% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 116,195 | $8,846 | 3.23% |
| Curbstone Financial Management Corp | 109,402 | $8,328,774 | 1.89% |
| CHANNEL WEALTH LLC | 51,864 | $3,948,420 | 1.86% |
| High Net Worth Advisory Group LLC | 60,890 | $4,635,890 | 1.72% |
| RVW Wealth, LLC | 203,168 | $15,467,208 | 1.70% |
| Agate Pass Investment Management, LLC | 33,226 | $2,529,488 | 1.47% |
| Capital Market Strategies LLC | 21,141 | $1,609,464 | 1.40% |
| Arden Trust Co | 90,983 | $6,926,538 | 1.02% |