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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $25,117,000 | -32.6% | 458,509 | -34.7% | 0.41% | -38.0% |
| Q2 2019 | $37,274,000 | -26.1% | 702,359 | -27.2% | 0.66% | -28.9% |
| Q1 2019 | $50,414,000 | +33.4% | 964,306 | +19.8% | 0.93% | +21.2% |
| Q4 2018 | $37,793,000 | -11.1% | 804,629 | +0.3% | 0.76% | +4.8% |
| Q3 2018 | $42,521,000 | +9.3% | 802,289 | +1.6% | 0.73% | +4.9% |
| Q2 2018 | $38,907,000 | +34.2% | 789,345 | +33.5% | 0.70% | +34.7% |
| Q1 2018 | $28,998,000 | -26.9% | 591,429 | -23.7% | 0.52% | -23.8% |
| Q4 2017 | $39,654,000 | +51.1% | 774,947 | +38.2% | 0.68% | +44.3% |
| Q3 2017 | $26,252,000 | -1.0% | 560,940 | -4.6% | 0.47% | -4.3% |
| Q2 2017 | $26,514,000 | -13.2% | 587,895 | -14.2% | 0.49% | -13.9% |
| Q1 2017 | $30,534,000 | +5.0% | 684,921 | +2.7% | 0.57% | +1.1% |
| Q4 2016 | $29,068,000 | +7.1% | 667,156 | +4.0% | 0.56% | +5.2% |
| Q3 2016 | $27,148,000 | +19.9% | 641,642 | +17.4% | 0.54% | +14.1% |
| Q2 2016 | $22,646,000 | +4.7% | 546,488 | +1.3% | 0.47% | +2.2% |
| Q1 2016 | $21,630,000 | +17.2% | 539,524 | +12.7% | 0.46% | +14.5% |
| Q4 2015 | $18,460,000 | +12.7% | 478,743 | +5.1% | 0.40% | +11.7% |
| Q3 2015 | $16,381,000 | +2.3% | 455,663 | +9.0% | 0.36% | +10.8% |
| Q2 2015 | $16,013,000 | -2.9% | 418,202 | -0.1% | 0.32% | +0.3% |
| Q1 2015 | $16,493,000 | -54.3% | 418,489 | -53.8% | 0.32% | -58.2% |
| Q4 2014 | $36,061,000 | +43.7% | 904,909 | +39.0% | 0.77% | +39.8% |
| Q3 2014 | $25,103,000 | +82.1% | 651,013 | +80.8% | 0.55% | +95.4% |
| Q2 2014 | $13,783,000 | – | 360,160 | – | 0.28% | – |
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% |