SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.09 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 ↓ |
|---|---|---|---|
| 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% |