SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 198 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 1.60 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $2,047,000 | +6.4% | 45,377 | +5.2% | 0.62% | +1.0% |
| Q1 2017 | $1,923,000 | -54.5% | 43,144 | -55.5% | 0.62% | -54.2% |
| Q4 2016 | $4,227,000 | +3.7% | 97,015 | +0.7% | 1.35% | +4.9% |
| Q3 2016 | $4,077,000 | +1.5% | 96,364 | -0.5% | 1.29% | -2.4% |
| Q2 2016 | $4,015,000 | -14.0% | 96,881 | -16.8% | 1.32% | -2.4% |
| Q1 2016 | $4,669,000 | +4.4% | 116,475 | +0.4% | 1.35% | +6.8% |
| Q4 2015 | $4,473,000 | +2.0% | 116,005 | -4.9% | 1.26% | -9.3% |
| Q3 2015 | $4,387,000 | – | 122,021 | – | 1.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,479,869 | $108,267,251 | 36.83% |
| Kellett Wealth Advisors, LLC | 456,560 | $33,401,963 | 32.12% |
| Rezny Wealth Management, Inc. | 884,342 | $64,698,461 | 23.87% |
| Davidson Capital Management Inc. | 535,358 | $39,166,792 | 23.79% |
| Reitz Capital Advisors LLC | 326,942 | $23,919,089 | 22.07% |
| HHM Wealth Advisors, LLC | 1,344,131 | $98,336,606 | 20.08% |
| Walker Financial Services, Inc. | 265,028 | $19,389,476 | 19.98% |
| Whelan Financial | 486,301 | $35,577,780 | 19.73% |
| WFA Asset Management Corp | 424,139 | $31,030,045 | 19.04% |
| Wealth Management Solutions, LLC | 452,105 | $33,075,969 | 19.04% |