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 2017 | $2,047,000 | +6.4% | 45,377 | +5.2% | 0.62% | +1.0% |
Q1 2017 | $1,923,000 | -54.5% | 43,144 | -55.5% | 0.62% | -54.2% |
Q4 2016 | $4,227,000 | +3.7% | 97,015 | +0.7% | 1.35% | +4.9% |
Q3 2016 | $4,077,000 | +1.5% | 96,364 | -0.5% | 1.29% | -2.4% |
Q2 2016 | $4,015,000 | -14.0% | 96,881 | -16.8% | 1.32% | -2.4% |
Q1 2016 | $4,669,000 | +4.4% | 116,475 | +0.4% | 1.35% | +6.8% |
Q4 2015 | $4,473,000 | +2.0% | 116,005 | -4.9% | 1.26% | -9.3% |
Q3 2015 | $4,387,000 | – | 122,021 | – | 1.39% | – |
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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% |