SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $13,002,000 | +9.7% | 277,814 | +5.7% | 0.08% | +4.0% |
| Q2 2017 | $11,849,000 | +44.9% | 262,722 | +43.2% | 0.08% | +36.4% |
| Q1 2017 | $8,180,000 | +6.7% | 183,488 | +4.3% | 0.06% | -3.5% |
| Q4 2016 | $7,666,000 | +15.2% | 175,948 | +11.9% | 0.06% | +7.5% |
| Q3 2016 | $6,653,000 | +14.7% | 157,238 | +12.4% | 0.05% | +8.2% |
| Q2 2016 | $5,799,000 | +28.6% | 139,948 | +24.4% | 0.05% | +22.5% |
| Q1 2016 | $4,509,000 | +18.5% | 112,461 | +14.0% | 0.04% | +11.1% |
| Q4 2015 | $3,805,000 | +97.3% | 98,680 | +84.0% | 0.04% | +80.0% |
| Q3 2015 | $1,929,000 | -11.3% | 53,645 | -5.5% | 0.02% | -9.1% |
| Q2 2015 | $2,174,000 | +44.7% | 56,778 | +49.0% | 0.02% | +37.5% |
| Q1 2015 | $1,502,000 | +22.9% | 38,102 | +24.2% | 0.02% | +14.3% |
| Q4 2014 | $1,222,000 | +318.5% | 30,672 | +305.2% | 0.01% | +250.0% |
| Q3 2014 | $292,000 | +14.5% | 7,569 | +13.4% | 0.00% | +33.3% |
| Q2 2014 | $255,000 | +12.8% | 6,676 | +8.8% | 0.00% | 0.0% |
| Q1 2014 | $226,000 | – | 6,134 | – | 0.00% | – |
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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% |