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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $66,088,000 | -21.4% | 1,469,272 | +1.3% | 0.05% | -2.1% |
| Q4 2019 | $84,038,000 | +5.4% | 1,450,925 | -0.3% | 0.05% | -4.0% |
| Q3 2019 | $79,739,000 | +78.2% | 1,455,620 | +72.6% | 0.05% | +78.6% |
| Q2 2019 | $44,745,000 | +0.5% | 843,126 | -1.0% | 0.03% | -3.4% |
| Q1 2019 | $44,503,000 | -7.8% | 851,243 | -17.1% | 0.03% | -19.4% |
| Q4 2018 | $48,248,000 | +5.3% | 1,027,217 | +18.8% | 0.04% | +20.0% |
| Q3 2018 | $45,819,000 | +5.8% | 864,517 | -1.6% | 0.03% | 0.0% |
| Q2 2018 | $43,325,000 | +57.6% | 878,989 | +56.8% | 0.03% | +50.0% |
| Q1 2018 | $27,491,000 | +0.1% | 560,692 | +4.4% | 0.02% | 0.0% |
| Q4 2017 | $27,469,000 | – | 536,817 | – | 0.02% | – |
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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% |