SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $913 | +2.7% | 11,962 | -4.8% | 0.02% | -6.2% |
| Q3 2023 | $889 | -8.8% | 12,563 | -6.4% | 0.02% | -5.9% |
| Q2 2023 | $975 | +13.1% | 13,422 | +13.9% | 0.02% | 0.0% |
| Q1 2023 | $862 | -5.3% | 11,789 | -2.2% | 0.02% | -5.6% |
| Q4 2022 | $910 | -99.9% | 12,052 | +0.1% | 0.02% | +5.9% |
| Q3 2022 | $800,000 | -9.4% | 12,040 | -2.4% | 0.02% | -5.6% |
| Q2 2022 | $883,000 | -9.2% | 12,332 | +0.1% | 0.02% | +5.9% |
| Q1 2022 | $972,000 | -2.3% | 12,319 | +0.1% | 0.02% | 0.0% |
| Q4 2021 | $995,000 | +6.8% | 12,310 | -1.9% | 0.02% | -5.6% |
| Q3 2021 | $932,000 | -1.9% | 12,550 | -0.1% | 0.02% | 0.0% |
| Q2 2021 | $950,000 | +0.3% | 12,560 | -3.2% | 0.02% | -5.3% |
| Q1 2021 | $947,000 | +11.4% | 12,981 | -2.0% | 0.02% | +5.6% |
| Q4 2020 | $850,000 | +16.1% | 13,250 | +0.1% | 0.02% | +5.9% |
| Q3 2020 | $732,000 | +4.0% | 13,239 | -2.7% | 0.02% | -5.6% |
| Q2 2020 | $704,000 | +10.2% | 13,607 | -4.2% | 0.02% | -5.3% |
| Q1 2020 | $639,000 | -18.3% | 14,207 | -0.5% | 0.02% | -9.5% |
| Q3 2019 | $782,000 | +53.0% | 14,277 | +48.3% | 0.02% | +10.5% |
| Q2 2019 | $511,000 | +1.6% | 9,629 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $503,000 | +2.4% | 9,629 | -7.8% | 0.02% | -9.5% |
| Q4 2018 | $491,000 | -2.0% | 10,446 | +10.6% | 0.02% | +10.5% |
| Q3 2018 | $501,000 | +7.5% | 9,446 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $466,000 | -8.1% | 9,446 | -8.7% | 0.02% | -9.5% |
| Q1 2018 | $507,000 | -4.2% | 10,345 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $529,000 | +9.3% | 10,345 | 0.0% | 0.02% | +5.0% |
| Q3 2017 | $484,000 | +1.9% | 10,345 | -1.8% | 0.02% | -4.8% |
| Q2 2017 | $475,000 | -2.1% | 10,535 | -3.2% | 0.02% | -4.5% |
| Q1 2017 | $485,000 | +14.7% | 10,885 | +12.1% | 0.02% | +10.0% |
| Q4 2016 | $423,000 | +1.4% | 9,710 | -1.5% | 0.02% | 0.0% |
| Q3 2016 | $417,000 | +0.2% | 9,860 | -1.9% | 0.02% | -4.8% |
| Q2 2016 | $416,000 | +110.1% | 10,050 | +103.0% | 0.02% | +110.0% |
| Q1 2016 | $198,000 | -3.4% | 4,950 | -6.8% | 0.01% | -9.1% |
| Q4 2015 | $205,000 | -37.9% | 5,310 | -42.1% | 0.01% | -38.9% |
| Q3 2015 | $330,000 | -26.2% | 9,170 | -21.5% | 0.02% | -18.2% |
| Q2 2015 | $447,000 | -6.9% | 11,675 | -4.1% | 0.02% | -8.3% |
| Q1 2015 | $480,000 | +35.6% | 12,175 | +37.1% | 0.02% | +41.2% |
| Q4 2014 | $354,000 | +3833.3% | 8,880 | +3760.9% | 0.02% | – |
| Q3 2014 | $9,000 | 0.0% | 230 | 0.0% | 0.00% | – |
| Q2 2014 | $9,000 | +12.5% | 230 | 0.0% | 0.00% | – |
| Q1 2014 | $8,000 | 0.0% | 230 | 0.0% | 0.00% | – |
| Q4 2013 | $8,000 | 0.0% | 230 | 0.0% | 0.00% | – |
| Q3 2013 | $8,000 | 0.0% | 230 | 0.0% | 0.00% | – |
| Q2 2013 | $8,000 | – | 230 | – | 0.00% | – |
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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% |