SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |