SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 151 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,035,000 | +54.5% | 23,224 | +51.0% | 0.35% | +38.8% |
| Q4 2016 | $670,000 | +3.1% | 15,384 | +0.1% | 0.25% | +7.3% |
| Q3 2016 | $650,000 | +96.4% | 15,362 | +92.2% | 0.23% | +82.0% |
| Q2 2016 | $331,000 | +10933.3% | 7,992 | +9414.3% | 0.13% | +12700.0% |
| Q4 2015 | $3,000 | -82.4% | 84 | -82.6% | 0.00% | -85.7% |
| Q3 2015 | $17,000 | +13.3% | 484 | +21.0% | 0.01% | +16.7% |
| Q2 2015 | $15,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $15,000 | – | 400 | – | 0.01% | – |
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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% |