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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $758,012 | +24.9% | 9,748 | +29.5% | 0.05% | +4.3% |
| Q1 2024 | $607,063 | -0.9% | 7,529 | -6.4% | 0.05% | -16.4% |
| Q4 2023 | $612,466 | +92.6% | 8,045 | +46.5% | 0.06% | -12.7% |
| Q4 2019 | $318,000 | +5.6% | 5,492 | 0.0% | 0.06% | -1.6% |
| Q3 2019 | $301,000 | +3.4% | 5,492 | 0.0% | 0.06% | -3.0% |
| Q2 2019 | $291,000 | +1.4% | 5,492 | 0.0% | 0.07% | -4.3% |
| Q1 2019 | $287,000 | +4.4% | 5,492 | -6.3% | 0.07% | -5.5% |
| Q4 2018 | $275,000 | -11.6% | 5,861 | 0.0% | 0.07% | -8.8% |
| Q3 2018 | $311,000 | +7.6% | 5,861 | 0.0% | 0.08% | +2.6% |
| Q2 2018 | $289,000 | -5.9% | 5,861 | -6.3% | 0.08% | -6.0% |
| Q1 2018 | $307,000 | -12.5% | 6,252 | -9.0% | 0.08% | -13.5% |
| Q4 2017 | $351,000 | +8.7% | 6,869 | -0.6% | 0.10% | +4.3% |
| Q3 2017 | $323,000 | +3.5% | 6,911 | 0.0% | 0.09% | -2.1% |
| Q2 2017 | $312,000 | -14.0% | 6,911 | -15.0% | 0.09% | -14.5% |
| Q1 2017 | $363,000 | +3.1% | 8,134 | +0.8% | 0.11% | -2.7% |
| Q4 2016 | $352,000 | +4.1% | 8,069 | +1.0% | 0.11% | +3.7% |
| Q3 2016 | $338,000 | +3.7% | 7,991 | +1.5% | 0.11% | -1.8% |
| Q2 2016 | $326,000 | – | 7,875 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Advisors Investment Management, LLC | 1,418,223 | $75,166,000 | 12.40% |
| Pinkerton Retirement Specialists, LLC | 511,031 | $27,085,000 | 10.91% |
| Summit Asset Management, LLC | 426,264 | $22,592,000 | 10.47% |
| USAdvisors Wealth Management, LLC | 240,972 | $12,772,000 | 9.15% |
| Avantax Planning Partners, Inc. | 2,121,326 | $112,430,000 | 9.00% |
| Q3 Asset Management | 82,335 | $4,365,000 | 8.43% |
| Acorn Wealth Advisors, LLC | 149,856 | $7,544,000 | 7.44% |
| Sharkey, Howes & Javer | 225,870 | $11,971,000 | 6.26% |
| Financial Sense Advisors, Inc. | 253,744 | $13,448,000 | 5.68% |
| ROCKY MOUNTAIN ADVISERS, LLC | 26,059 | $1,381,000 | 4.73% |