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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $260,000 | -0.4% | 5,956 | -3.5% | 0.01% | -11.1% |
| Q3 2016 | $261,000 | +7.0% | 6,171 | +4.6% | 0.01% | 0.0% |
| Q2 2016 | $244,000 | +4.3% | 5,897 | +1.2% | 0.01% | -10.0% |
| Q1 2016 | $234,000 | -20.4% | 5,827 | -23.6% | 0.01% | -23.1% |
| Q4 2015 | $294,000 | +177.4% | 7,629 | +159.8% | 0.01% | +62.5% |
| Q3 2015 | $106,000 | +5.0% | 2,937 | +11.1% | 0.01% | +14.3% |
| Q2 2015 | $101,000 | +23.2% | 2,643 | +27.3% | 0.01% | +16.7% |
| Q1 2015 | $82,000 | +70.8% | 2,077 | +72.8% | 0.01% | +20.0% |
| Q4 2014 | $48,000 | +9.1% | 1,202 | +4.5% | 0.01% | 0.0% |
| Q3 2014 | $44,000 | -67.6% | 1,150 | -67.5% | 0.01% | -72.2% |
| Q2 2014 | $136,000 | -2.9% | 3,542 | -7.2% | 0.02% | +80.0% |
| Q1 2014 | $140,000 | +100.0% | 3,818 | +100.0% | 0.01% | -9.1% |
| Q4 2013 | $70,000 | +42.9% | 1,909 | +29.9% | 0.01% | +22.2% |
| Q3 2013 | $49,000 | – | 1,470 | – | 0.01% | – |
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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% |