SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 224 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,235,675 | +5.9% | 59,860 | +8.7% | 0.12% | +27.8% |
| Q2 2023 | $3,999,293 | +5.0% | 55,072 | +5.8% | 0.09% | -10.9% |
| Q1 2023 | $3,809,106 | +2.0% | 52,065 | +5.3% | 0.10% | -3.8% |
| Q4 2022 | $3,734,865 | +42.2% | 49,442 | +25.0% | 0.10% | +32.9% |
| Q3 2022 | $2,627,000 | +23.6% | 39,541 | +33.3% | 0.08% | -11.2% |
| Q2 2022 | $2,126,000 | +24.4% | 29,671 | +37.0% | 0.09% | +58.9% |
| Q1 2022 | $1,709,000 | -67.7% | 21,653 | -66.9% | 0.06% | -63.2% |
| Q4 2021 | $5,283,000 | +47.8% | 65,354 | +35.8% | 0.15% | +33.3% |
| Q3 2021 | $3,574,000 | +3.4% | 48,134 | +5.3% | 0.11% | +1.8% |
| Q2 2021 | $3,458,000 | +14.4% | 45,720 | +10.3% | 0.11% | +4.7% |
| Q1 2021 | $3,024,000 | +581.1% | 41,469 | +499.2% | 0.11% | +345.8% |
| Q4 2020 | $444,000 | -25.6% | 6,921 | -37.1% | 0.02% | -25.0% |
| Q3 2020 | $597,000 | +14.6% | 11,003 | +9.3% | 0.03% | -8.6% |
| Q2 2020 | $521,000 | +18.1% | 10,067 | +2.7% | 0.04% | -7.9% |
| Q1 2020 | $441,000 | +0.2% | 9,799 | +29.0% | 0.04% | +2.7% |
| Q4 2019 | $440,000 | +11.7% | 7,594 | +5.8% | 0.04% | -5.1% |
| Q3 2019 | $394,000 | -87.8% | 7,176 | -88.2% | 0.04% | -89.0% |
| Q2 2019 | $3,224,000 | +1098.5% | 60,735 | +1082.3% | 0.35% | +938.2% |
| Q1 2019 | $269,000 | +5.1% | 5,137 | -5.5% | 0.03% | -5.6% |
| Q4 2018 | $256,000 | -11.4% | 5,436 | -0.3% | 0.04% | +5.9% |
| Q3 2018 | $289,000 | -3.0% | 5,453 | -6.2% | 0.03% | -15.0% |
| Q4 2017 | $298,000 | +48.3% | 5,815 | +20.3% | 0.04% | 0.0% |
| Q2 2016 | $201,000 | -41.4% | 4,832 | -43.6% | 0.04% | -49.4% |
| Q1 2016 | $343,000 | -97.8% | 8,565 | +2025.3% | 0.08% | +1875.0% |
| Q2 2014 | $15,415,000 | – | 403 | – | 0.00% | – |
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% |