SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,722,311 | +0.6% | 38,472 | +3.3% | 0.07% | +1.4% |
| Q2 2023 | $2,705,583 | +38.5% | 37,257 | +39.6% | 0.07% | +29.1% |
| Q1 2023 | $1,952,787 | +210784.1% | 26,692 | +117.7% | 0.06% | +103.7% |
| Q4 2022 | $926 | -99.9% | 12,261 | +18.9% | 0.03% | +28.6% |
| Q3 2022 | $685,000 | -7.1% | 10,313 | +0.2% | 0.02% | 0.0% |
| Q2 2022 | $737,000 | -8.4% | 10,294 | +0.9% | 0.02% | +5.0% |
| Q1 2022 | $805,000 | +2.8% | 10,207 | +5.3% | 0.02% | +5.3% |
| Q4 2021 | $783,000 | +35.7% | 9,691 | +24.8% | 0.02% | +26.7% |
| Q3 2021 | $577,000 | -1.7% | 7,767 | +0.1% | 0.02% | 0.0% |
| Q2 2021 | $587,000 | +9.5% | 7,758 | +5.6% | 0.02% | 0.0% |
| Q1 2021 | $536,000 | +13.8% | 7,347 | +0.1% | 0.02% | 0.0% |
| Q4 2020 | $471,000 | +16.3% | 7,339 | +0.2% | 0.02% | -6.2% |
| Q3 2020 | $405,000 | +6.9% | 7,328 | +0.2% | 0.02% | 0.0% |
| Q2 2020 | $379,000 | +23.9% | 7,317 | +7.5% | 0.02% | +14.3% |
| Q1 2020 | $306,000 | -22.3% | 6,807 | +0.2% | 0.01% | -6.7% |
| Q4 2019 | $394,000 | +2.3% | 6,796 | -3.3% | 0.02% | -11.8% |
| Q3 2019 | $385,000 | -19.6% | 7,031 | -22.1% | 0.02% | -19.0% |
| Q2 2019 | $479,000 | -1.4% | 9,021 | -2.9% | 0.02% | -4.5% |
| Q1 2019 | $486,000 | +11.5% | 9,293 | +0.1% | 0.02% | +4.8% |
| Q4 2018 | $436,000 | -18.2% | 9,282 | -7.6% | 0.02% | 0.0% |
| Q3 2018 | $533,000 | +117.6% | 10,050 | +101.1% | 0.02% | +90.9% |
| Q1 2018 | $245,000 | +15.6% | 4,998 | +20.7% | 0.01% | 0.0% |
| Q4 2017 | $212,000 | -7.4% | 4,140 | -18.5% | 0.01% | -26.7% |
| Q2 2017 | $229,000 | +1.3% | 5,081 | +0.4% | 0.02% | 0.0% |
| Q1 2017 | $226,000 | +2.7% | 5,061 | +0.4% | 0.02% | -6.2% |
| Q4 2016 | $220,000 | – | 5,042 | – | 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% |