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 2023 | $85 | -2.3% | 1,204 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $87 | -1.1% | 1,204 | 0.0% | 0.02% | -10.0% |
| Q1 2023 | $88 | -21.4% | 1,204 | -18.9% | 0.02% | -16.7% |
| Q4 2022 | $112 | -99.7% | 1,484 | +153.7% | 0.02% | +140.0% |
| Q3 2022 | $39,000 | -39.1% | 585 | -51.3% | 0.01% | -50.0% |
| Q3 2018 | $64,000 | +6.7% | 1,201 | -1.6% | 0.02% | 0.0% |
| Q2 2018 | $60,000 | 0.0% | 1,220 | 0.0% | 0.02% | +5.3% |
| Q1 2018 | $60,000 | -3.2% | 1,220 | 0.0% | 0.02% | -9.5% |
| Q4 2017 | $62,000 | +8.8% | 1,220 | 0.0% | 0.02% | +5.0% |
| Q3 2017 | $57,000 | +1.8% | 1,220 | -1.1% | 0.02% | -4.8% |
| Q2 2017 | $56,000 | +7.7% | 1,233 | +5.6% | 0.02% | 0.0% |
| Q1 2017 | $52,000 | -99.9% | 1,168 | 0.0% | 0.02% | -4.5% |
| Q4 2016 | $50,890,000 | +103757.1% | 1,168 | 0.0% | 0.02% | -4.3% |
| Q3 2016 | $49,000 | +2.1% | 1,168 | 0.0% | 0.02% | +4.5% |
| Q2 2016 | $48,000 | +2.1% | 1,168 | 0.0% | 0.02% | +4.8% |
| Q1 2016 | $47,000 | +4.4% | 1,168 | 0.0% | 0.02% | +5.0% |
| Q4 2015 | $45,000 | +7.1% | 1,168 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $42,000 | -6.7% | 1,168 | 0.0% | 0.02% | +5.3% |
| Q2 2015 | $45,000 | -2.2% | 1,168 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $46,000 | -2.1% | 1,168 | 0.0% | 0.02% | -5.0% |
| Q4 2014 | $47,000 | +4.4% | 1,168 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $45,000 | 0.0% | 1,168 | 0.0% | 0.02% | -4.8% |
| Q2 2014 | $45,000 | +181.2% | 1,168 | +171.6% | 0.02% | +162.5% |
| Q1 2014 | $16,000 | – | 430 | – | 0.01% | – |
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% |