SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 395 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,775,594 | -31.4% | 53,358 | -29.6% | 0.85% | -34.0% |
| Q2 2023 | $5,501,565 | -18.6% | 75,758 | -18.0% | 1.28% | -26.7% |
| Q1 2023 | $6,756,820 | -14.0% | 92,357 | -11.2% | 1.75% | -5.9% |
| Q4 2022 | $7,860,953 | +175.8% | 104,063 | +142.6% | 1.86% | +123.3% |
| Q3 2022 | $2,850,000 | +94900.0% | 42,900 | +107150.0% | 0.83% | +83300.0% |
| Q1 2021 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | +50.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | -97.7% | 40 | -97.9% | 0.00% | -97.7% |
| Q1 2020 | $88,000 | -22.1% | 1,951 | 0.0% | 0.04% | +30.3% |
| Q4 2019 | $113,000 | +4.6% | 1,951 | -1.4% | 0.03% | -5.7% |
| Q3 2019 | $108,000 | +2600.0% | 1,979 | +2810.3% | 0.04% | +3400.0% |
| Q2 2019 | $4,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | +33.3% | 68 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | +50.0% | 68 | +78.9% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | 0.0% | 38 | -28.3% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | – | 53 | – | 0.00% | – |
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% |