SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 395 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,348,000 | +5.2% | 17,821 | +1.5% | 0.70% | +28.8% |
| Q1 2021 | $1,281,000 | +19.9% | 17,564 | +5.5% | 0.54% | +8.6% |
| Q4 2020 | $1,068,000 | +23.6% | 16,647 | +6.5% | 0.50% | +13.3% |
| Q3 2020 | $864,000 | +2.4% | 15,625 | -4.2% | 0.44% | -1.3% |
| Q2 2020 | $844,000 | +27.3% | 16,312 | +10.7% | 0.45% | +6.9% |
| Q1 2020 | $663,000 | -32.9% | 14,730 | -13.6% | 0.42% | -5.4% |
| Q4 2019 | $988,000 | +7.2% | 17,052 | +1.4% | 0.44% | +5.0% |
| Q3 2019 | $922,000 | +3.4% | 16,823 | +0.1% | 0.42% | +3.2% |
| Q2 2019 | $892,000 | +7.7% | 16,805 | +6.1% | 0.41% | +14.8% |
| Q1 2019 | $828,000 | +11.3% | 15,845 | 0.0% | 0.36% | +1.7% |
| Q4 2018 | $744,000 | -1.2% | 15,845 | +11.5% | 0.35% | +24.9% |
| Q3 2018 | $753,000 | +5.8% | 14,205 | -1.7% | 0.28% | -5.1% |
| Q2 2018 | $712,000 | -3.0% | 14,455 | -3.5% | 0.30% | +40.3% |
| Q1 2018 | $734,000 | +50.1% | 14,976 | +56.6% | 0.21% | +47.6% |
| Q4 2017 | $489,000 | +234.9% | 9,566 | +206.5% | 0.14% | +191.8% |
| Q3 2017 | $146,000 | +239.5% | 3,121 | +229.9% | 0.05% | +226.7% |
| Q2 2017 | $43,000 | – | 946 | – | 0.02% | – |
Download | ||||||
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% |