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 | $73,054 | -2.7% | 1,032 | -0.1% | 0.01% | -7.1% |
| Q2 2023 | $75,043 | -0.8% | 1,033 | -0.1% | 0.01% | -6.7% |
| Q1 2023 | $75,667 | -3.5% | 1,034 | -0.4% | 0.02% | -6.2% |
| Q4 2022 | $78,428 | +1860.7% | 1,038 | +1721.1% | 0.02% | +1500.0% |
| Q3 2022 | $4,000 | -99.5% | 57 | -99.5% | 0.00% | -99.4% |
| Q2 2022 | $844,000 | +42100.0% | 11,784 | +40534.5% | 0.15% | – |
| Q1 2022 | $2,000 | -99.7% | 29 | -99.8% | 0.00% | -100.0% |
| Q1 2018 | $668,000 | -3.7% | 13,631 | +0.5% | 0.21% | -4.5% |
| Q4 2017 | $694,000 | -44.9% | 13,558 | -49.7% | 0.22% | -46.9% |
| Q3 2017 | $1,260,000 | +109.0% | 26,934 | +101.5% | 0.42% | +86.7% |
| Q2 2017 | $603,000 | +1.9% | 13,368 | +0.7% | 0.22% | -3.0% |
| Q1 2017 | $592,000 | +2.4% | 13,272 | 0.0% | 0.23% | -4.9% |
| Q4 2016 | $578,000 | +2.8% | 13,272 | 0.0% | 0.24% | -1.2% |
| Q3 2016 | $562,000 | +2.2% | 13,272 | 0.0% | 0.25% | -2.4% |
| Q2 2016 | $550,000 | +3.4% | 13,272 | 0.0% | 0.25% | -13.1% |
| Q1 2016 | $532,000 | +3.9% | 13,272 | 0.0% | 0.29% | -1.0% |
| Q4 2015 | $512,000 | – | 13,272 | – | 0.29% | – |
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% |