SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 154 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 1.51 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $101,000 | +12.2% | 1,929 | +0.7% | 0.01% | +11.1% |
| Q4 2018 | $90,000 | -10.0% | 1,916 | +1.5% | 0.01% | 0.0% |
| Q3 2018 | $100,000 | +8.7% | 1,887 | +0.9% | 0.01% | 0.0% |
| Q2 2018 | $92,000 | 0.0% | 1,871 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $92,000 | +2.2% | 1,871 | -17.5% | 0.01% | -30.8% |
| Q4 2014 | $90,000 | +3.4% | 2,267 | +0.7% | 0.01% | 0.0% |
| Q3 2014 | $87,000 | +1.2% | 2,251 | +0.6% | 0.01% | 0.0% |
| Q2 2014 | $86,000 | – | 2,237 | – | 0.01% | – |
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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% |