SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $14,000 | +16.7% | 285 | +23.9% | 0.01% | +40.0% |
| Q4 2017 | $12,000 | -45.5% | 230 | -50.0% | 0.01% | -54.5% |
| Q3 2017 | $22,000 | +4.8% | 460 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $21,000 | +23.5% | 460 | +21.1% | 0.01% | +22.2% |
| Q1 2017 | $17,000 | +30.8% | 380 | +24.6% | 0.01% | +12.5% |
| Q4 2016 | $13,000 | +18.2% | 305 | +13.0% | 0.01% | +14.3% |
| Q3 2016 | $11,000 | +57.1% | 270 | +58.8% | 0.01% | +40.0% |
| Q2 2016 | $7,000 | 0.0% | 170 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $7,000 | 0.0% | 170 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $7,000 | – | 170 | – | 0.01% | – |
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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% |