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 2023 | $480,819 | -19.9% | 6,795 | -17.8% | 0.11% | -17.8% |
Q2 2023 | $600,525 | -2.8% | 8,269 | -2.0% | 0.13% | -6.5% |
Q1 2023 | $617,599 | -23.7% | 8,442 | -21.2% | 0.14% | -25.8% |
Q4 2022 | $809,248 | -18.6% | 10,713 | -28.4% | 0.19% | -30.9% |
Q3 2022 | $994,000 | -7.1% | 14,968 | +0.2% | 0.27% | -1.5% |
Q2 2022 | $1,070,000 | -11.4% | 14,936 | -2.5% | 0.27% | +8.8% |
Q1 2022 | $1,208,000 | -19.6% | 15,318 | -17.6% | 0.25% | -18.2% |
Q4 2021 | $1,503,000 | -3.2% | 18,596 | -11.1% | 0.31% | -11.3% |
Q3 2021 | $1,553,000 | -31.1% | 20,916 | -29.9% | 0.35% | -35.8% |
Q2 2021 | $2,255,000 | -9.0% | 29,822 | -12.2% | 0.54% | -21.9% |
Q1 2021 | $2,478,000 | -11.0% | 33,976 | -21.7% | 0.69% | -19.2% |
Q4 2020 | $2,785,000 | +10.0% | 43,416 | -5.2% | 0.85% | -7.5% |
Q3 2020 | $2,532,000 | +3.2% | 45,791 | -3.4% | 0.92% | +0.4% |
Q2 2020 | $2,453,000 | +5.5% | 47,400 | -8.3% | 0.92% | -10.9% |
Q1 2020 | $2,325,000 | -26.7% | 51,689 | -5.6% | 1.03% | -8.4% |
Q4 2019 | $3,172,000 | +6.8% | 54,764 | +1.0% | 1.13% | -1.1% |
Q3 2019 | $2,970,000 | +7.2% | 54,212 | +3.9% | 1.14% | +0.6% |
Q2 2019 | $2,770,000 | +14.5% | 52,192 | +12.7% | 1.13% | +7.0% |
Q1 2019 | $2,420,000 | +11.0% | 46,298 | -0.3% | 1.06% | +1.4% |
Q4 2018 | $2,180,000 | -10.3% | 46,421 | +1.2% | 1.04% | -0.6% |
Q3 2018 | $2,431,000 | +6.5% | 45,872 | -0.9% | 1.05% | +0.4% |
Q2 2018 | $2,282,000 | -2.1% | 46,302 | -2.7% | 1.04% | -2.2% |
Q1 2018 | $2,332,000 | -4.6% | 47,566 | -0.4% | 1.07% | -2.8% |
Q4 2017 | $2,444,000 | +2.0% | 47,763 | -6.8% | 1.10% | -4.3% |
Q3 2017 | $2,397,000 | +76.4% | 51,228 | +70.0% | 1.15% | -15.4% |
Q2 2017 | $1,359,000 | -41.8% | 30,127 | -42.5% | 1.36% | +2.3% |
Q1 2017 | $2,334,000 | -2.5% | 52,357 | -4.7% | 1.33% | -8.9% |
Q4 2016 | $2,393,000 | +3.3% | 54,915 | +0.3% | 1.46% | +1.5% |
Q3 2016 | $2,317,000 | -3.1% | 54,767 | -5.0% | 1.44% | -23.2% |
Q2 2016 | $2,390,000 | +4.1% | 57,666 | +0.7% | 1.87% | +2.6% |
Q1 2016 | $2,296,000 | +6.7% | 57,282 | +4.1% | 1.82% | +4.7% |
Q4 2015 | $2,151,000 | +11.9% | 55,041 | +3.0% | 1.74% | +5.0% |
Q3 2015 | $1,922,000 | +21.4% | 53,460 | +29.3% | 1.66% | +23.1% |
Q2 2015 | $1,583,000 | +11.3% | 41,350 | +14.6% | 1.35% | +10.9% |
Q1 2015 | $1,422,000 | +14.7% | 36,072 | +16.0% | 1.22% | +14.6% |
Q4 2014 | $1,240,000 | – | 31,108 | – | 1.06% | – |
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% |