SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $654,000 | +6.7% | 11,942 | +0.9% | 0.13% | -5.0% |
| Q2 2019 | $613,000 | +13.9% | 11,830 | +13.4% | 0.14% | +8.5% |
| Q1 2019 | $538,000 | -1.5% | 10,430 | -4.1% | 0.13% | -25.4% |
| Q4 2018 | $546,000 | -5.9% | 10,879 | -0.6% | 0.17% | +35.2% |
| Q3 2018 | $580,000 | +4.7% | 10,947 | -2.7% | 0.13% | 0.0% |
| Q2 2018 | $554,000 | +12.4% | 11,247 | +11.9% | 0.13% | +4.1% |
| Q1 2018 | $493,000 | -14.9% | 10,054 | -11.2% | 0.12% | -28.1% |
| Q4 2017 | $579,000 | +21.1% | 11,319 | +10.8% | 0.17% | +3.6% |
| Q3 2017 | $478,000 | -38.2% | 10,213 | -40.5% | 0.16% | -35.5% |
| Q2 2017 | $774,000 | +1.2% | 17,164 | -0.0% | 0.26% | 0.0% |
| Q1 2017 | $765,000 | -19.2% | 17,168 | -21.0% | 0.26% | -17.2% |
| Q4 2016 | $947,000 | – | 21,743 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JBJ Investment Partners, LLC | 1,444,233 | $75,504,000 | 28.76% |
| Strategic Wealth Management Group, LLC | 491,102 | $25,675,000 | 21.03% |
| HHM Wealth Advisors, LLC | 522,788 | $27,331,000 | 17.48% |
| Hillview Capital Advisors, LLC | 53,500 | $2,797,000 | 14.84% |
| Asset Advisors Investment Management, LLC | 1,396,229 | $72,995,000 | 12.98% |
| Avantax Planning Partners, Inc. | 3,397,352 | $177,614,000 | 12.33% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 749,858 | $39,203,000 | 12.24% |
| Summit Asset Management, LLC | 442,899 | $23,155,000 | 11.40% |
| Legacy Financial Strategies, LLC | 241,958 | $12,650,000 | 10.81% |
| Pinkerton Retirement Specialists, LLC | 560,836 | $29,321,000 | 10.73% |