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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $33,000 | -10.8% | 698 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $37,000 | -15.9% | 698 | -22.3% | 0.02% | -21.1% |
| Q2 2018 | $44,000 | -45.0% | 898 | -45.1% | 0.02% | -42.4% |
| Q1 2018 | $80,000 | -11.1% | 1,636 | -7.5% | 0.03% | -13.2% |
| Q4 2017 | $90,000 | +4.7% | 1,768 | -4.3% | 0.04% | +2.7% |
| Q3 2017 | $86,000 | +1.2% | 1,848 | -2.1% | 0.04% | -2.6% |
| Q2 2017 | $85,000 | -22.7% | 1,888 | -23.3% | 0.04% | -26.9% |
| Q1 2017 | $110,000 | – | 2,463 | – | 0.05% | – |
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% |