SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 410 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $1,686,000 | +6.6% | 34,215 | +6.0% | 0.76% | +5.7% |
| Q1 2018 | $1,582,000 | -27.5% | 32,265 | -24.4% | 0.72% | -1.4% |
| Q4 2017 | $2,183,000 | +9.8% | 42,665 | +0.4% | 0.73% | +4.7% |
| Q3 2017 | $1,989,000 | +10.4% | 42,490 | +6.4% | 0.70% | +4.2% |
| Q2 2017 | $1,801,000 | +7.5% | 39,940 | +6.3% | 0.67% | +6.8% |
| Q1 2017 | $1,676,000 | +18.7% | 37,590 | +16.0% | 0.63% | +12.9% |
| Q4 2016 | $1,412,000 | +7.1% | 32,415 | +3.9% | 0.56% | +4.3% |
| Q3 2016 | $1,319,000 | +30.0% | 31,185 | +27.3% | 0.53% | +23.0% |
| Q2 2016 | $1,015,000 | – | 24,495 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Advisors Investment Management, LLC | 1,418,223 | $75,166,000 | 12.40% |
| Pinkerton Retirement Specialists, LLC | 511,031 | $27,085,000 | 10.91% |
| Summit Asset Management, LLC | 426,264 | $22,592,000 | 10.47% |
| USAdvisors Wealth Management, LLC | 240,972 | $12,772,000 | 9.15% |
| Avantax Planning Partners, Inc. | 2,121,326 | $112,430,000 | 9.00% |
| Q3 Asset Management | 82,335 | $4,365,000 | 8.43% |
| Acorn Wealth Advisors, LLC | 149,856 | $7,544,000 | 7.44% |
| Sharkey, Howes & Javer | 225,870 | $11,971,000 | 6.26% |
| Financial Sense Advisors, Inc. | 253,744 | $13,448,000 | 5.68% |
| ROCKY MOUNTAIN ADVISERS, LLC | 26,059 | $1,381,000 | 4.73% |