SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 395 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2017 | $909,000 | +3.9% | 19,419 | +0.0% | 0.63% | -1.7% |
Q2 2017 | $875,000 | +1.2% | 19,412 | +0.0% | 0.64% | -3.0% |
Q1 2017 | $865,000 | +2.4% | 19,404 | +0.0% | 0.66% | -1.6% |
Q4 2016 | $845,000 | +3.0% | 19,396 | +0.0% | 0.67% | +2.9% |
Q3 2016 | $820,000 | +1.1% | 19,387 | +0.0% | 0.65% | -0.3% |
Q2 2016 | $811,000 | +4.4% | 19,381 | +0.0% | 0.65% | -3.8% |
Q1 2016 | $777,000 | +4.9% | 19,373 | +0.0% | 0.68% | -1.2% |
Q4 2015 | $741,000 | +6.5% | 19,365 | +0.0% | 0.69% | +4.3% |
Q3 2015 | $696,000 | – | 19,358 | – | 0.66% | – |
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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% |