Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.

Quarter-by-quarter ownership
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2017$15,000
-16.7%
332
-16.4%
0.01%
+20.0%
Q4 2016$18,000
+12.5%
397
+1.0%
0.01%
-16.7%
Q3 2016$16,0003930.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2016
NameSharesValueWeighting ↓
JBJ Investment Partners, LLC 1,444,233$75,504,00028.76%
Strategic Wealth Management Group, LLC 491,102$25,675,00021.03%
HHM Wealth Advisors, LLC 522,788$27,331,00017.48%
Hillview Capital Advisors, LLC 53,500$2,797,00014.84%
Asset Advisors Investment Management, LLC 1,396,229$72,995,00012.98%
Avantax Planning Partners, Inc. 3,397,352$177,614,00012.33%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 749,858$39,203,00012.24%
Summit Asset Management, LLC 442,899$23,155,00011.40%
Legacy Financial Strategies, LLC 241,958$12,650,00010.81%
Pinkerton Retirement Specialists, LLC 560,836$29,321,00010.73%
View complete list of SCHWAB STRATEGIC TR shareholders