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 | $10,331,045 | -38.0% | 146,001 | -36.4% | 4.82% | -31.8% |
| Q2 2023 | $16,666,375 | -22.6% | 229,501 | -22.0% | 7.07% | -25.0% |
| Q1 2023 | $21,530,763 | -4.1% | 294,297 | -1.0% | 9.43% | -2.1% |
| Q4 2022 | $22,455,030 | +18.7% | 297,260 | +4.3% | 9.64% | +19.5% |
| Q3 2022 | $18,925,000 | -27.4% | 284,892 | -21.7% | 8.06% | -29.0% |
| Q2 2022 | $26,077,000 | +64.4% | 364,050 | +81.1% | 11.36% | +78.7% |
| Q1 2022 | $15,862,000 | -0.0% | 201,059 | +2.4% | 6.36% | -4.3% |
| Q4 2021 | $15,869,000 | +7.1% | 196,328 | -1.6% | 6.64% | -11.5% |
| Q3 2021 | $14,814,000 | -5.1% | 199,547 | -3.4% | 7.51% | -11.0% |
| Q2 2021 | $15,617,000 | +18.2% | 206,515 | +14.0% | 8.43% | +3.0% |
| Q1 2021 | $13,214,000 | +331.5% | 181,207 | +242.8% | 8.18% | +340.5% |
| Q4 2019 | $3,062,000 | -3.2% | 52,862 | -8.5% | 1.86% | -11.3% |
| Q3 2019 | $3,163,000 | -2.9% | 57,748 | -5.9% | 2.10% | -7.5% |
| Q2 2019 | $3,258,000 | +0.7% | 61,396 | -0.8% | 2.27% | -4.1% |
| Q1 2019 | $3,236,000 | +10.3% | 61,891 | -0.9% | 2.36% | +2.8% |
| Q4 2018 | $2,934,000 | -10.9% | 62,459 | +0.5% | 2.30% | +4.5% |
| Q3 2018 | $3,294,000 | +3.2% | 62,148 | -4.0% | 2.20% | -12.1% |
| Q2 2018 | $3,191,000 | -25.1% | 64,747 | -25.4% | 2.50% | -26.9% |
| Q1 2018 | $4,258,000 | +9.6% | 86,836 | +14.3% | 3.43% | +14.5% |
| Q4 2017 | $3,886,000 | +21.6% | 75,945 | +11.2% | 2.99% | +16.3% |
| Q3 2017 | $3,195,000 | +2.0% | 68,275 | -1.7% | 2.57% | +5.0% |
| Q2 2017 | $3,133,000 | -2.9% | 69,464 | -4.1% | 2.45% | -9.7% |
| Q1 2017 | $3,228,000 | +3.7% | 72,414 | +1.3% | 2.71% | +13.2% |
| Q4 2016 | $3,113,000 | +152.7% | 71,455 | +145.4% | 2.40% | +130.3% |
| Q3 2016 | $1,232,000 | – | 29,115 | – | 1.04% | – |
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% |