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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $157,000 | +9.0% | 1,945 | 0.0% | 0.13% | +10.9% |
| Q3 2021 | $144,000 | -2.0% | 1,945 | 0.0% | 0.12% | +4.4% |
| Q2 2021 | $147,000 | +3.5% | 1,945 | 0.0% | 0.11% | -8.8% |
| Q1 2021 | $142,000 | +13.6% | 1,945 | 0.0% | 0.12% | +15.7% |
| Q4 2020 | $125,000 | +9.6% | 1,945 | 0.0% | 0.11% | +5.9% |
| Q3 2020 | $114,000 | +12.9% | 1,945 | 0.0% | 0.10% | +1.0% |
| Q2 2020 | $101,000 | +16.1% | 1,945 | 0.0% | 0.10% | -17.2% |
| Q1 2020 | $87,000 | -28.1% | 1,945 | -7.0% | 0.12% | +7.0% |
| Q4 2019 | $121,000 | +5.2% | 2,092 | 0.0% | 0.11% | -15.6% |
| Q3 2019 | $115,000 | +3.6% | 2,092 | 0.0% | 0.14% | +1.5% |
| Q2 2019 | $111,000 | +1.8% | 2,092 | 0.0% | 0.13% | -8.9% |
| Q1 2019 | $109,000 | +11.2% | 2,092 | 0.0% | 0.15% | -22.3% |
| Q4 2018 | $98,000 | -90.4% | 2,092 | -89.1% | 0.19% | -81.7% |
| Q3 2018 | $1,021,000 | +9.9% | 19,271 | +2.2% | 1.03% | +5.4% |
| Q2 2018 | $929,000 | -59.6% | 18,851 | -59.9% | 0.97% | -63.1% |
| Q1 2018 | $2,302,000 | -3.3% | 46,956 | +0.9% | 2.64% | -2.1% |
| Q4 2017 | $2,381,000 | +10.8% | 46,540 | +1.4% | 2.70% | +6.1% |
| Q3 2017 | $2,148,000 | -99.9% | 45,890 | -1.3% | 2.54% | +5.7% |
| Q2 2017 | $2,097,601,000 | +12.8% | 46,510 | +11.5% | 2.40% | +4.5% |
| Q1 2017 | $1,859,655,000 | +5.5% | 41,715 | +3.7% | 2.30% | +24.0% |
| Q4 2016 | $1,762,392,000 | – | 40,220 | – | 1.86% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Advisors Investment Management, LLC | 1,418,223 | $75,166,000 | 12.40% |
| Pinkerton Retirement Specialists, LLC | 511,031 | $27,085,000 | 10.91% |
| Summit Asset Management, LLC | 426,264 | $22,592,000 | 10.47% |
| USAdvisors Wealth Management, LLC | 240,972 | $12,772,000 | 9.15% |
| Avantax Planning Partners, Inc. | 2,121,326 | $112,430,000 | 9.00% |
| Q3 Asset Management | 82,335 | $4,365,000 | 8.43% |
| Acorn Wealth Advisors, LLC | 149,856 | $7,544,000 | 7.44% |
| Sharkey, Howes & Javer | 225,870 | $11,971,000 | 6.26% |
| Financial Sense Advisors, Inc. | 253,744 | $13,448,000 | 5.68% |
| ROCKY MOUNTAIN ADVISERS, LLC | 26,059 | $1,381,000 | 4.73% |