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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,066 | -2.6% | 863 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $62,672 | +26.0% | 863 | +26.9% | 0.01% | +20.0% |
| Q1 2023 | $49,749 | -3.1% | 680 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $51,367 | +14.1% | 680 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $45,000 | -8.2% | 680 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $49,000 | -22.2% | 680 | -15.0% | 0.01% | -16.7% |
| Q1 2022 | $63,000 | -26.7% | 800 | -24.9% | 0.01% | -25.0% |
| Q4 2021 | $86,000 | +8.9% | 1,065 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $79,000 | +229.2% | 1,065 | +239.2% | 0.01% | +100.0% |
| Q2 2021 | $24,000 | +1100.0% | 314 | +1156.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 25 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | -99.1% | 25 | -99.0% | 0.00% | -100.0% |
| Q2 2016 | $108,000 | +3.8% | 2,615 | +0.8% | 0.03% | -3.2% |
| Q1 2016 | $104,000 | +10300.0% | 2,594 | +10276.0% | 0.03% | – |
| Q4 2015 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | -100.0% |
| Q2 2015 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | – | 25 | – | 0.00% | – |
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% |