SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 433 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,162 | -99.5% | 41,865 | +400.8% | 0.00% | – |
| Q2 2022 | $599,000 | -68.8% | 8,359 | -65.6% | 0.00% | -100.0% |
| Q1 2022 | $1,918,000 | -42.6% | 24,306 | -41.2% | 0.00% | -50.0% |
| Q4 2021 | $3,343,000 | +280.3% | 41,364 | +160.2% | 0.00% | +100.0% |
| Q3 2020 | $879,000 | +13.9% | 15,894 | +6.5% | 0.00% | 0.0% |
| Q2 2020 | $772,000 | +63.2% | 14,926 | +82.9% | 0.00% | 0.0% |
| Q4 2019 | $473,000 | -43.8% | 8,161 | -46.9% | 0.00% | 0.0% |
| Q3 2019 | $841,000 | +314.3% | 15,366 | +302.0% | 0.00% | – |
| Q2 2019 | $203,000 | -42.2% | 3,822 | -48.8% | 0.00% | -100.0% |
| Q4 2018 | $351,000 | -19.5% | 7,467 | -9.3% | 0.00% | 0.0% |
| Q3 2018 | $436,000 | -5.8% | 8,232 | -12.4% | 0.00% | 0.0% |
| Q2 2018 | $463,000 | +106.7% | 9,397 | +114.8% | 0.00% | – |
| Q4 2017 | $224,000 | -88.7% | 4,375 | -89.7% | 0.00% | -100.0% |
| Q3 2017 | $1,981,000 | +667.8% | 42,328 | +630.9% | 0.00% | – |
| Q1 2017 | $258,000 | -5.1% | 5,791 | -7.2% | 0.00% | -100.0% |
| Q4 2016 | $272,000 | -23.4% | 6,239 | -25.7% | 0.00% | 0.0% |
| Q3 2016 | $355,000 | -2.7% | 8,400 | -4.5% | 0.00% | 0.0% |
| Q2 2016 | $365,000 | +35.7% | 8,800 | +31.3% | 0.00% | 0.0% |
| Q1 2016 | $269,000 | -20.9% | 6,700 | -24.0% | 0.00% | 0.0% |
| Q4 2015 | $340,000 | -57.8% | 8,820 | -56.4% | 0.00% | -50.0% |
| Q4 2014 | $806,000 | – | 20,218 | – | 0.00% | – |
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% |