SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 151 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $590,000 | +7.3% | 11,288 | -3.7% | 0.09% | -2.1% |
| Q4 2018 | $550,000 | -10.0% | 11,716 | +1.6% | 0.09% | +8.0% |
| Q3 2018 | $611,000 | -58.5% | 11,535 | -61.4% | 0.09% | -59.7% |
| Q2 2018 | $1,474,000 | +8.3% | 29,899 | +7.7% | 0.22% | +7.5% |
| Q1 2018 | $1,361,000 | -20.4% | 27,764 | -16.9% | 0.20% | -18.3% |
| Q4 2017 | $1,709,000 | +13.5% | 33,397 | +3.8% | 0.25% | +11.3% |
| Q3 2017 | $1,506,000 | +4.1% | 32,179 | +0.4% | 0.22% | +0.5% |
| Q2 2017 | $1,446,000 | +2.1% | 32,058 | +0.9% | 0.22% | -1.8% |
| Q1 2017 | $1,416,000 | +5.6% | 31,764 | +3.2% | 0.22% | -0.9% |
| Q4 2016 | $1,341,000 | -4.9% | 30,771 | -7.7% | 0.23% | -4.6% |
| Q3 2016 | $1,410,000 | +11.5% | 33,326 | +9.1% | 0.24% | +7.7% |
| Q2 2016 | $1,265,000 | +14.3% | 30,536 | +10.6% | 0.22% | +5.8% |
| Q1 2016 | $1,107,000 | +18.3% | 27,613 | +13.7% | 0.21% | +14.3% |
| Q4 2015 | $936,000 | +9.3% | 24,284 | +2.0% | 0.18% | +7.1% |
| Q3 2015 | $856,000 | +8.5% | 23,813 | +15.5% | 0.17% | +13.3% |
| Q2 2015 | $789,000 | +0.5% | 20,611 | +3.5% | 0.15% | -5.1% |
| Q1 2015 | $785,000 | +25.0% | 19,912 | +26.2% | 0.16% | +17.0% |
| Q4 2014 | $628,000 | -27.6% | 15,780 | -29.8% | 0.14% | -31.8% |
| Q3 2014 | $867,000 | +0.5% | 22,465 | -0.4% | 0.20% | -1.5% |
| Q2 2014 | $863,000 | +40.1% | 22,548 | +35.0% | 0.20% | +30.5% |
| Q1 2014 | $616,000 | +2.8% | 16,706 | +2.3% | 0.15% | +21.3% |
| Q4 2013 | $599,000 | -45.0% | 16,336 | -49.6% | 0.13% | +2.4% |
| Q3 2013 | $1,090,000 | +91.2% | 32,396 | +86.0% | 0.12% | -16.8% |
| Q2 2013 | $570,000 | – | 17,417 | – | 0.15% | – |
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% |