SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $134,459,030 | +9.7% | 1,900,212 | +12.6% | 0.11% | +11.9% |
| Q2 2023 | $122,563,386 | +0.5% | 1,687,736 | +1.3% | 0.10% | -4.7% |
| Q1 2023 | $121,925,058 | +16.1% | 1,666,554 | +19.8% | 0.11% | +10.4% |
| Q4 2022 | $105,045,618 | +31.1% | 1,390,588 | +15.3% | 0.10% | +18.5% |
| Q3 2022 | $80,119,000 | +31.4% | 1,206,055 | +41.7% | 0.08% | +35.0% |
| Q2 2022 | $60,977,000 | -9.1% | 851,277 | +0.2% | 0.06% | +5.3% |
| Q1 2022 | $67,046,000 | +9.4% | 849,885 | +12.1% | 0.06% | +16.3% |
| Q4 2021 | $61,259,000 | +39.5% | 757,884 | +28.1% | 0.05% | +25.6% |
| Q3 2021 | $43,923,000 | +15.9% | 591,626 | +18.0% | 0.04% | +14.7% |
| Q2 2021 | $37,913,000 | +45.9% | 501,364 | +40.7% | 0.03% | +30.8% |
| Q1 2021 | $25,982,000 | +92.5% | 356,303 | +69.3% | 0.03% | +73.3% |
| Q4 2020 | $13,499,000 | +41.9% | 210,459 | +22.4% | 0.02% | +25.0% |
| Q3 2020 | $9,511,000 | +16.5% | 171,984 | +9.0% | 0.01% | +9.1% |
| Q2 2020 | $8,163,000 | +143.8% | 157,735 | +111.9% | 0.01% | +120.0% |
| Q1 2020 | $3,348,000 | +56.6% | 74,443 | +101.7% | 0.01% | +66.7% |
| Q4 2019 | $2,138,000 | +26.4% | 36,912 | +19.6% | 0.00% | +50.0% |
| Q3 2019 | $1,691,000 | +7.3% | 30,866 | +3.9% | 0.00% | 0.0% |
| Q2 2019 | $1,576,000 | -2.4% | 29,702 | -3.9% | 0.00% | 0.0% |
| Q1 2019 | $1,615,000 | +10.5% | 30,893 | -0.8% | 0.00% | -33.3% |
| Q4 2018 | $1,462,000 | +5.8% | 31,128 | +19.4% | 0.00% | +50.0% |
| Q3 2018 | $1,382,000 | -39.4% | 26,071 | -43.6% | 0.00% | -50.0% |
| Q2 2018 | $2,280,000 | -74.3% | 46,263 | -74.4% | 0.00% | -75.0% |
| Q1 2018 | $8,870,000 | -1.5% | 180,914 | +2.8% | 0.02% | -5.9% |
| Q4 2017 | $9,005,000 | +9.5% | 175,987 | +0.1% | 0.02% | +6.2% |
| Q3 2017 | $8,225,000 | +6.8% | 175,748 | +2.9% | 0.02% | -5.9% |
| Q2 2017 | $7,701,000 | +6.2% | 170,756 | +5.0% | 0.02% | 0.0% |
| Q1 2017 | $7,248,000 | +24.2% | 162,574 | +21.4% | 0.02% | +13.3% |
| Q4 2016 | $5,837,000 | +656.1% | 133,963 | +634.3% | 0.02% | +650.0% |
| Q3 2016 | $772,000 | +3.9% | 18,243 | +1.8% | 0.00% | 0.0% |
| Q2 2016 | $743,000 | +166.3% | 17,929 | +157.9% | 0.00% | +100.0% |
| Q1 2016 | $279,000 | -43.2% | 6,952 | -45.4% | 0.00% | -50.0% |
| Q4 2015 | $491,000 | -23.3% | 12,741 | -28.5% | 0.00% | -33.3% |
| Q3 2015 | $640,000 | -68.7% | 17,813 | -66.6% | 0.00% | -62.5% |
| Q2 2015 | $2,045,000 | – | 53,402 | – | 0.01% | – |
Download | ||||||
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% |