SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,148,239 | +53.8% | 214,079 | +57.8% | 0.41% | +55.3% |
| Q2 2023 | $9,850,207 | -5.0% | 135,640 | -4.3% | 0.26% | -8.7% |
| Q1 2023 | $10,365,836 | +32.5% | 141,687 | +36.8% | 0.29% | +19.6% |
| Q4 2022 | $7,823,066 | +22.4% | 103,562 | +7.6% | 0.24% | +6.2% |
| Q3 2022 | $6,393,000 | -13.9% | 96,230 | -7.1% | 0.23% | -11.0% |
| Q2 2022 | $7,421,000 | +9.5% | 103,597 | +20.6% | 0.25% | +27.6% |
| Q1 2022 | $6,777,000 | +25.8% | 85,898 | +28.9% | 0.20% | +28.4% |
| Q4 2021 | $5,386,000 | +37.4% | 66,638 | +26.2% | 0.16% | +24.0% |
| Q3 2021 | $3,921,000 | +1.8% | 52,820 | +3.7% | 0.12% | +3.3% |
| Q2 2021 | $3,850,000 | +22.8% | 50,918 | +18.4% | 0.12% | +4.3% |
| Q1 2021 | $3,135,000 | +22.4% | 42,988 | +7.6% | 0.12% | +12.6% |
| Q4 2020 | $2,561,000 | +35.8% | 39,936 | +17.1% | 0.10% | +15.7% |
| Q3 2020 | $1,886,000 | +40.6% | 34,100 | +31.6% | 0.09% | +20.3% |
| Q2 2020 | $1,341,000 | +90.8% | 25,914 | +65.7% | 0.07% | +60.9% |
| Q1 2020 | $703,000 | -23.3% | 15,638 | -1.2% | 0.05% | -4.2% |
| Q4 2019 | $917,000 | +91.4% | 15,832 | +75.5% | 0.05% | +65.5% |
| Q3 2019 | $479,000 | 0.0% | 9,019 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $479,000 | +538.7% | 9,019 | +532.0% | 0.03% | +480.0% |
| Q1 2019 | $75,000 | +257.1% | 1,427 | +218.5% | 0.01% | +150.0% |
| Q4 2018 | $21,000 | -93.9% | 448 | -93.2% | 0.00% | -92.0% |
| Q3 2018 | $347,000 | -36.6% | 6,552 | -38.5% | 0.02% | -40.5% |
| Q2 2018 | $547,000 | +10840.0% | 10,655 | +10449.5% | 0.04% | – |
| Q1 2018 | $5,000 | 0.0% | 101 | -2.9% | 0.00% | -100.0% |
| Q3 2017 | $5,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | +150.0% | 104 | +89.1% | 0.00% | – |
| Q3 2016 | $2,000 | -95.6% | 55 | -94.9% | 0.00% | -100.0% |
| Q2 2016 | $45,000 | – | 1,075 | – | 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% |