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 | $146,674 | -4.6% | 2,072,833 | -2.1% | 0.68% | -2.3% |
| Q2 2023 | $153,791 | +3.8% | 2,117,744 | +4.5% | 0.70% | -3.6% |
| Q1 2023 | $148,200 | +4.2% | 2,025,698 | +7.6% | 0.73% | -1.5% |
| Q4 2022 | $142,258 | -99.9% | 1,883,211 | +8.2% | 0.74% | +13.4% |
| Q3 2022 | $115,583,000 | +22.2% | 1,739,923 | +31.8% | 0.65% | +27.9% |
| Q2 2022 | $94,554,000 | +20.6% | 1,320,037 | +32.8% | 0.51% | +41.4% |
| Q1 2022 | $78,415,000 | +20.9% | 993,975 | +23.8% | 0.36% | +24.1% |
| Q4 2021 | $64,882,000 | +29.0% | 802,701 | +18.5% | 0.29% | +16.9% |
| Q3 2021 | $50,304,000 | -1.0% | 677,592 | +0.9% | 0.25% | +2.1% |
| Q2 2021 | $50,796,000 | +49.7% | 671,732 | +44.4% | 0.24% | +32.1% |
| Q1 2021 | $33,922,000 | +48.3% | 465,191 | +30.4% | 0.18% | +37.3% |
| Q4 2020 | $22,874,000 | +17.3% | 356,619 | +1.2% | 0.13% | +1.5% |
| Q3 2020 | $19,496,000 | +7.1% | 352,548 | +0.2% | 0.13% | -3.6% |
| Q2 2020 | $18,201,000 | +11.1% | 351,716 | -3.4% | 0.14% | -12.7% |
| Q1 2020 | $16,385,000 | -52.5% | 364,275 | -38.8% | 0.16% | -41.0% |
| Q4 2019 | $34,467,000 | -0.5% | 595,078 | -5.9% | 0.27% | -12.5% |
| Q3 2019 | $34,624,000 | +16.9% | 632,065 | +13.2% | 0.30% | +11.8% |
| Q2 2019 | $29,628,000 | +2.6% | 558,279 | +1.1% | 0.27% | -1.4% |
| Q1 2019 | $28,876,000 | +7.0% | 552,336 | -3.9% | 0.28% | -7.4% |
| Q4 2018 | $26,999,000 | -10.4% | 574,824 | +1.1% | 0.30% | +3.5% |
| Q3 2018 | $30,145,000 | +2.8% | 568,768 | -4.4% | 0.29% | -7.1% |
| Q2 2018 | $29,326,000 | +33.9% | 594,970 | +33.1% | 0.31% | +25.5% |
| Q1 2018 | $21,909,000 | +19.7% | 446,845 | +24.9% | 0.25% | +14.9% |
| Q4 2017 | $18,308,000 | +33.5% | 357,778 | +22.1% | 0.22% | +16.8% |
| Q3 2017 | $13,717,000 | +33.1% | 293,106 | +28.2% | 0.18% | +21.1% |
| Q2 2017 | $10,309,000 | +24.8% | 228,582 | +23.3% | 0.15% | +7.8% |
| Q1 2017 | $8,263,000 | +21.9% | 185,358 | +19.1% | 0.14% | +11.0% |
| Q4 2016 | $6,781,000 | +23.8% | 155,625 | +20.2% | 0.13% | +24.5% |
| Q3 2016 | $5,478,000 | +38.9% | 129,468 | +36.1% | 0.10% | +21.4% |
| Q2 2016 | $3,943,000 | +110.0% | 95,138 | +103.1% | 0.08% | +100.0% |
| Q1 2016 | $1,878,000 | -10.9% | 46,853 | -14.3% | 0.04% | -16.0% |
| Q4 2015 | $2,108,000 | +8.7% | 54,672 | +1.3% | 0.05% | -10.7% |
| Q3 2015 | $1,940,000 | +0.9% | 53,951 | +7.5% | 0.06% | +5.7% |
| Q2 2015 | $1,922,000 | +0.9% | 50,184 | +3.9% | 0.05% | -1.9% |
| Q1 2015 | $1,904,000 | +35.4% | 48,311 | +37.0% | 0.05% | +22.7% |
| Q4 2014 | $1,406,000 | +30.7% | 35,271 | +26.4% | 0.04% | +37.5% |
| Q3 2014 | $1,076,000 | +156.8% | 27,905 | +154.8% | 0.03% | +113.3% |
| Q2 2014 | $419,000 | +30.1% | 10,952 | +25.4% | 0.02% | +25.0% |
| Q1 2014 | $322,000 | -34.7% | 8,737 | -35.1% | 0.01% | -40.0% |
| Q4 2013 | $493,000 | +25.4% | 13,461 | +15.2% | 0.02% | +17.6% |
| Q3 2013 | $393,000 | +24.8% | 11,688 | +21.2% | 0.02% | +6.2% |
| Q2 2013 | $315,000 | – | 9,647 | – | 0.02% | – |
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% |