SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 198 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 1.60 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,682,492 | -6.7% | 37,910 | -4.2% | 0.98% | -2.6% |
| Q2 2023 | $2,874,784 | -7.1% | 39,587 | -6.4% | 1.01% | -6.2% |
| Q1 2023 | $3,093,031 | -4.2% | 42,278 | -1.1% | 1.07% | -4.6% |
| Q4 2022 | $3,230,020 | +25.2% | 42,759 | +10.2% | 1.12% | +10.2% |
| Q3 2022 | $2,579,000 | -0.8% | 38,818 | +7.0% | 1.02% | -0.5% |
| Q2 2022 | $2,600,000 | -5.1% | 36,293 | +4.5% | 1.02% | +5.2% |
| Q1 2022 | $2,740,000 | +1.3% | 34,730 | +3.8% | 0.97% | +0.4% |
| Q4 2021 | $2,704,000 | +10.9% | 33,454 | +1.9% | 0.97% | +2.0% |
| Q3 2021 | $2,438,000 | -16.2% | 32,842 | -14.7% | 0.95% | -14.3% |
| Q2 2021 | $2,911,000 | +38.3% | 38,500 | +33.3% | 1.11% | +36.7% |
| Q1 2021 | $2,105,000 | +184.5% | 28,872 | +150.1% | 0.81% | +168.0% |
| Q4 2020 | $740,000 | +77.5% | 11,542 | +53.0% | 0.30% | +63.8% |
| Q3 2020 | $417,000 | +4.5% | 7,542 | -2.1% | 0.18% | -3.6% |
| Q2 2020 | $399,000 | +51.7% | 7,704 | +31.6% | 0.19% | +38.1% |
| Q1 2020 | $263,000 | -60.2% | 5,854 | -48.7% | 0.14% | -48.9% |
| Q4 2019 | $661,000 | 0.0% | 11,404 | -5.4% | 0.27% | -3.5% |
| Q3 2019 | $661,000 | +3.3% | 12,061 | 0.0% | 0.28% | +0.4% |
| Q2 2019 | $640,000 | -39.6% | 12,061 | -40.4% | 0.28% | -40.8% |
| Q1 2019 | $1,059,000 | -42.9% | 20,251 | -48.7% | 0.48% | -48.6% |
| Q4 2018 | $1,856,000 | -12.0% | 39,513 | -0.7% | 0.92% | +1.2% |
| Q3 2018 | $2,110,000 | +6.5% | 39,810 | -1.0% | 0.91% | +0.3% |
| Q2 2018 | $1,982,000 | +1.2% | 40,204 | +0.7% | 0.91% | +595.4% |
| Q1 2018 | $1,958,000 | -5.8% | 39,939 | -1.6% | 0.13% | -86.7% |
| Q4 2017 | $2,078,000 | +7.1% | 40,607 | -2.0% | 0.98% | +4.0% |
| Q3 2017 | $1,940,000 | +1.9% | 41,455 | -1.7% | 0.94% | -1.4% |
| Q2 2017 | $1,903,000 | -11.9% | 42,187 | -12.9% | 0.96% | -12.9% |
| Q1 2017 | $2,160,000 | +1.0% | 48,462 | -1.3% | 1.10% | -0.3% |
| Q4 2016 | $2,139,000 | +2.8% | 49,089 | -0.2% | 1.10% | +0.1% |
| Q3 2016 | $2,081,000 | +13.2% | 49,189 | +10.8% | 1.10% | +15.5% |
| Q2 2016 | $1,839,000 | +25.2% | 44,385 | +21.1% | 0.95% | +22.3% |
| Q1 2016 | $1,469,000 | – | 36,646 | – | 0.78% | – |
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% |