SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $260,000 | -0.4% | 5,956 | -3.5% | 0.01% | -11.1% |
| Q3 2016 | $261,000 | +7.0% | 6,171 | +4.6% | 0.01% | 0.0% |
| Q2 2016 | $244,000 | +4.3% | 5,897 | +1.2% | 0.01% | -10.0% |
| Q1 2016 | $234,000 | -20.4% | 5,827 | -23.6% | 0.01% | -23.1% |
| Q4 2015 | $294,000 | +177.4% | 7,629 | +159.8% | 0.01% | +62.5% |
| Q3 2015 | $106,000 | +5.0% | 2,937 | +11.1% | 0.01% | +14.3% |
| Q2 2015 | $101,000 | +23.2% | 2,643 | +27.3% | 0.01% | +16.7% |
| Q1 2015 | $82,000 | +70.8% | 2,077 | +72.8% | 0.01% | +20.0% |
| Q4 2014 | $48,000 | +9.1% | 1,202 | +4.5% | 0.01% | 0.0% |
| Q3 2014 | $44,000 | -67.6% | 1,150 | -67.5% | 0.01% | -72.2% |
| Q2 2014 | $136,000 | -2.9% | 3,542 | -7.2% | 0.02% | +80.0% |
| Q1 2014 | $140,000 | +100.0% | 3,818 | +100.0% | 0.01% | -9.1% |
| Q4 2013 | $70,000 | +42.9% | 1,909 | +29.9% | 0.01% | +22.2% |
| Q3 2013 | $49,000 | – | 1,470 | – | 0.01% | – |
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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% |