SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 160 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $315,872 | -12.9% | 4,464 | -10.6% | 0.01% | -6.7% |
| Q2 2023 | $362,519 | +11.0% | 4,992 | +11.9% | 0.02% | +7.1% |
| Q1 2023 | $326,513 | -0.9% | 4,463 | +2.3% | 0.01% | -6.7% |
| Q4 2022 | $329,429 | +55.4% | 4,361 | +47.3% | 0.02% | +66.7% |
| Q2 2022 | $212,000 | -10.5% | 2,961 | -1.3% | 0.01% | 0.0% |
| Q1 2022 | $237,000 | -3.3% | 2,999 | -1.1% | 0.01% | 0.0% |
| Q4 2021 | $245,000 | +8.9% | 3,031 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $225,000 | -1.7% | 3,031 | 0.0% | 0.01% | +11.1% |
| Q2 2021 | $229,000 | +186.2% | 3,031 | +51.6% | 0.01% | 0.0% |
| Q1 2016 | $80,000 | +37.9% | 2,000 | +33.3% | 0.01% | +28.6% |
| Q4 2015 | $58,000 | +7.4% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $54,000 | – | 1,500 | – | 0.01% | – |
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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% |