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 | $184,693 | +15.4% | 2,610 | +18.5% | 0.02% | +15.8% |
| Q2 2023 | $159,991 | -0.6% | 2,203 | +0.2% | 0.02% | -13.6% |
| Q1 2023 | $160,890 | -2.5% | 2,199 | +0.7% | 0.02% | -8.3% |
| Q4 2022 | $164,941 | -19.9% | 2,183 | -29.7% | 0.02% | -31.4% |
| Q3 2022 | $206,000 | +148.2% | 3,104 | +169.2% | 0.04% | +150.0% |
| Q2 2022 | $83,000 | -8.8% | 1,153 | +0.3% | 0.01% | -17.6% |
| Q1 2022 | $91,000 | -13.3% | 1,149 | -11.7% | 0.02% | 0.0% |
| Q4 2021 | $105,000 | -36.4% | 1,301 | -41.4% | 0.02% | -54.1% |
| Q3 2021 | $165,000 | +68.4% | 2,219 | +71.5% | 0.04% | +54.2% |
| Q2 2021 | $98,000 | +81.5% | 1,294 | +74.6% | 0.02% | +60.0% |
| Q1 2021 | $54,000 | +20.0% | 741 | +4.7% | 0.02% | +7.1% |
| Q4 2020 | $45,000 | +28.6% | 708 | +11.7% | 0.01% | +16.7% |
| Q3 2020 | $35,000 | +105.9% | 634 | +97.5% | 0.01% | +71.4% |
| Q2 2020 | $17,000 | +21.4% | 321 | +0.9% | 0.01% | +16.7% |
| Q1 2020 | $14,000 | -48.1% | 318 | -31.9% | 0.01% | -33.3% |
| Q4 2019 | $27,000 | +50.0% | 467 | +38.6% | 0.01% | +80.0% |
| Q3 2019 | $18,000 | +12.5% | 337 | +9.8% | 0.01% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 307 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | -69.8% | 307 | -71.5% | 0.01% | -82.8% |
| Q1 2018 | $53,000 | -3.6% | 1,077 | 0.0% | 0.03% | -3.3% |
| Q4 2017 | $55,000 | +10.0% | 1,077 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $50,000 | – | 1,077 | – | 0.03% | – |
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% |