SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 187 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 0.97 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $523,000 | -43.2% | 9,865 | -47.2% | 0.03% | -47.3% |
| Q2 2018 | $920,000 | -5.7% | 18,670 | -6.2% | 0.06% | -8.3% |
| Q1 2018 | $976,000 | -3.2% | 19,900 | +1.0% | 0.06% | -1.6% |
| Q4 2017 | $1,008,000 | +6.6% | 19,702 | -2.5% | 0.06% | 0.0% |
| Q3 2017 | $946,000 | +1.1% | 20,210 | -2.6% | 0.06% | -6.2% |
| Q2 2017 | $936,000 | +64.5% | 20,755 | +62.5% | 0.06% | +58.5% |
| Q1 2017 | $569,000 | +159.8% | 12,773 | +153.8% | 0.04% | +141.2% |
| Q4 2016 | $219,000 | -48.6% | 5,033 | -50.0% | 0.02% | -52.8% |
| Q3 2016 | $426,000 | +4.9% | 10,073 | +2.7% | 0.04% | 0.0% |
| Q2 2016 | $406,000 | +66.4% | 9,807 | +60.9% | 0.04% | +50.0% |
| Q1 2016 | $244,000 | +19.6% | 6,094 | +15.4% | 0.02% | +20.0% |
| Q4 2015 | $204,000 | – | 5,279 | – | 0.02% | – |
Download | ||||||
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% |