SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 271 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,594 | -3.7% | 5,491 | -1.2% | 0.08% | -9.9% |
| Q2 2023 | $403,551 | -2.3% | 5,557 | -1.5% | 0.09% | -7.1% |
| Q1 2023 | $412,948 | -13.8% | 5,644 | -10.9% | 0.10% | -15.5% |
| Q4 2022 | $478,800 | -1.3% | 6,338 | -13.2% | 0.12% | -16.5% |
| Q3 2022 | $485,000 | +4.3% | 7,302 | +12.3% | 0.14% | +6.1% |
| Q2 2022 | $465,000 | -17.6% | 6,504 | -9.1% | 0.13% | -5.8% |
| Q1 2022 | $564,000 | +22.9% | 7,155 | +25.9% | 0.14% | +32.4% |
| Q4 2021 | $459,000 | +4.3% | 5,684 | -4.1% | 0.10% | -7.1% |
| Q3 2021 | $440,000 | +27.2% | 5,926 | +29.5% | 0.11% | +22.8% |
| Q2 2021 | $346,000 | -2.3% | 4,576 | -5.9% | 0.09% | -9.8% |
| Q1 2021 | $354,000 | -6.3% | 4,864 | -17.5% | 0.10% | +18.6% |
| Q4 2020 | $378,000 | +7.4% | 5,893 | -7.6% | 0.09% | -9.5% |
| Q3 2020 | $352,000 | +60.7% | 6,378 | +50.1% | 0.10% | +41.8% |
| Q2 2020 | $219,000 | -4.8% | 4,250 | -17.0% | 0.07% | -26.4% |
| Q1 2020 | $230,000 | -7.6% | 5,123 | +19.1% | 0.09% | +7.1% |
| Q4 2019 | $249,000 | -4.2% | 4,300 | -9.7% | 0.08% | -11.5% |
| Q3 2019 | $260,000 | -10.3% | 4,762 | -13.1% | 0.10% | -13.5% |
| Q2 2019 | $290,000 | +40.8% | 5,482 | +38.9% | 0.11% | +37.0% |
| Q1 2019 | $206,000 | -27.0% | 3,946 | -26.1% | 0.08% | -25.7% |
| Q3 2018 | $282,000 | +7.2% | 5,339 | 0.0% | 0.11% | -5.2% |
| Q2 2018 | $263,000 | +0.8% | 5,339 | 0.0% | 0.12% | -0.9% |
| Q1 2018 | $261,000 | -9.4% | 5,339 | -5.3% | 0.12% | +9.4% |
| Q4 2017 | $288,000 | -3.7% | 5,639 | -11.8% | 0.11% | -12.4% |
| Q3 2017 | $299,000 | +4.9% | 6,395 | 0.0% | 0.12% | +12.0% |
| Q2 2017 | $285,000 | 0.0% | 6,395 | 0.0% | 0.11% | -9.2% |
| Q1 2017 | $285,000 | +2.2% | 6,395 | 0.0% | 0.12% | -4.0% |
| Q4 2016 | $279,000 | -33.4% | 6,395 | -35.4% | 0.12% | -36.7% |
| Q3 2016 | $419,000 | +47.0% | 9,906 | +44.0% | 0.20% | +17.4% |
| Q2 2016 | $285,000 | +17.8% | 6,880 | +1.9% | 0.17% | +27.5% |
| Q3 2015 | $242,000 | -8.0% | 6,750 | -1.9% | 0.13% | -2.2% |
| Q2 2015 | $263,000 | -3.0% | 6,880 | 0.0% | 0.13% | -2.9% |
| Q1 2015 | $271,000 | +1.5% | 6,880 | +2.7% | 0.14% | +2.2% |
| Q4 2014 | $267,000 | – | 6,700 | – | 0.14% | – |
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% |