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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $7,000 | +16.7% | 94 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | -100.0% | 94 | -100.0% | 0.00% | -100.0% |
| Q3 2018 | $15,279,000 | +13.0% | 288,419 | +5.1% | 0.15% | +9.7% |
| Q2 2018 | $13,527,000 | +193142.9% | 274,440 | -65.5% | 0.13% | – |
| Q1 2018 | $7,000 | -100.0% | 796,588 | -4.5% | 0.00% | -100.0% |
| Q4 2017 | $42,686,000 | +3624.8% | 834,203 | +3306.3% | 0.40% | +4366.7% |
| Q3 2017 | $1,146,000 | +3.8% | 24,490 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $1,104,000 | -97.0% | 24,490 | -97.1% | 0.01% | -97.0% |
| Q4 2016 | $36,587,000 | +3134.9% | 839,728 | +2876.0% | 0.30% | +2618.2% |
| Q1 2016 | $1,131,000 | -95.3% | 28,217 | -95.5% | 0.01% | -95.2% |
| Q4 2015 | $23,933,000 | – | 620,675 | – | 0.23% | – |
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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% |