SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $156,355 | +10.7% | 2,210 | +13.6% | 0.02% | +8.7% |
| Q2 2023 | $141,281 | +3.2% | 1,945 | +4.0% | 0.02% | -4.2% |
| Q1 2023 | $136,846 | -1.9% | 1,871 | +1.2% | 0.02% | -7.7% |
| Q4 2022 | $139,560 | +17.3% | 1,848 | +3.5% | 0.03% | +4.0% |
| Q3 2022 | $119,000 | -5.6% | 1,785 | +1.1% | 0.02% | -3.8% |
| Q2 2022 | $126,000 | -7.4% | 1,766 | +2.6% | 0.03% | +4.0% |
| Q1 2022 | $136,000 | +353.3% | 1,721 | +366.4% | 0.02% | +316.7% |
| Q4 2021 | $30,000 | +1400.0% | 369 | +778.6% | 0.01% | +500.0% |
| Q1 2020 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | -50.0% | 42 | -50.0% | 0.00% | -50.0% |
| Q2 2019 | $4,000 | -20.0% | 84 | -11.6% | 0.00% | -33.3% |
| Q4 2017 | $5,000 | +25.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $4,000 | – | 95 | – | 0.00% | – |
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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% |