SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 224 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $499,000 | +62.5% | 9,121 | +57.9% | 0.00% | +50.0% |
| Q2 2019 | $307,000 | -17.3% | 5,776 | -18.7% | 0.00% | 0.0% |
| Q1 2019 | $371,000 | +16.7% | 7,104 | +4.6% | 0.00% | 0.0% |
| Q4 2018 | $318,000 | -22.4% | 6,791 | -12.3% | 0.00% | 0.0% |
| Q3 2018 | $410,000 | +1.5% | 7,740 | -5.5% | 0.00% | 0.0% |
| Q2 2018 | $404,000 | +5.8% | 8,188 | +5.0% | 0.00% | 0.0% |
| Q1 2018 | $382,000 | -27.5% | 7,795 | -24.2% | 0.00% | -33.3% |
| Q4 2017 | $527,000 | -14.7% | 10,290 | -22.2% | 0.00% | -25.0% |
| Q3 2017 | $618,000 | +3.7% | 13,222 | +0.1% | 0.00% | 0.0% |
| Q2 2017 | $596,000 | +1.2% | 13,215 | +0.1% | 0.00% | 0.0% |
| Q1 2017 | $589,000 | -9.4% | 13,208 | -11.7% | 0.00% | 0.0% |
| Q4 2016 | $650,000 | +6.7% | 14,955 | +3.5% | 0.00% | 0.0% |
| Q3 2016 | $609,000 | +2.0% | 14,447 | +0.0% | 0.00% | 0.0% |
| Q2 2016 | $597,000 | – | 14,441 | – | 0.00% | – |
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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% |