SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $835 | +151.5% | 11,814 | +160.3% | 0.00% | – |
| Q1 2023 | $332 | -99.9% | 4,539 | -48.0% | 0.00% | -100.0% |
| Q3 2022 | $579,000 | +3.8% | 8,727 | +12.0% | 0.00% | 0.0% |
| Q2 2022 | $558,000 | +1824.1% | 7,795 | +1351.6% | 0.00% | – |
| Q3 2020 | $29,000 | -81.2% | 537 | -84.4% | 0.00% | – |
| Q1 2020 | $154,000 | +7600.0% | 3,443 | +9463.9% | 0.00% | – |
| Q4 2019 | $2,000 | -94.7% | 36 | -94.9% | 0.00% | – |
| Q3 2019 | $38,000 | -2.6% | 710 | -5.8% | 0.00% | – |
| Q1 2019 | $39,000 | +44.4% | 754 | +33.5% | 0.00% | -100.0% |
| Q1 2018 | $27,000 | +35.0% | 565 | +23.9% | 0.00% | 0.0% |
| Q2 2017 | $20,000 | 0.0% | 456 | -1.9% | 0.00% | 0.0% |
| Q1 2017 | $20,000 | +400.0% | 465 | +365.0% | 0.00% | – |
| Q4 2016 | $4,000 | 0.0% | 100 | -4.8% | 0.00% | – |
| Q3 2016 | $4,000 | -88.9% | 105 | -88.0% | 0.00% | -100.0% |
| Q2 2016 | $36,000 | – | 873 | – | 0.00% | – |
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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% |