SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q3 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 | $332,289 | +315.4% | 4,696 | +213.1% | 0.04% | +63.0% |
Q2 2019 | $80,000 | +2.6% | 1,500 | 0.0% | 0.03% | -3.6% |
Q1 2019 | $78,000 | +11.4% | 1,500 | 0.0% | 0.03% | -9.7% |
Q4 2018 | $70,000 | -12.5% | 1,500 | 0.0% | 0.03% | +19.2% |
Q3 2018 | $80,000 | +8.1% | 1,500 | 0.0% | 0.03% | -13.3% |
Q2 2018 | $74,000 | 0.0% | 1,500 | 0.0% | 0.03% | +36.4% |
Q1 2018 | $74,000 | -19.6% | 1,500 | -16.4% | 0.02% | -26.7% |
Q4 2017 | $92,000 | -62.3% | 1,795 | -65.6% | 0.03% | -69.7% |
Q3 2017 | $244,000 | -70.4% | 5,212 | -71.0% | 0.10% | -71.1% |
Q2 2017 | $823,000 | -42.4% | 17,947 | -43.6% | 0.34% | -45.3% |
Q1 2017 | $1,430,000 | -58.0% | 31,812 | -59.3% | 0.62% | -56.7% |
Q4 2016 | $3,401,000 | +6.3% | 78,067 | +3.2% | 1.44% | -21.9% |
Q3 2016 | $3,200,000 | -4.3% | 75,637 | -3.7% | 1.85% | -11.9% |
Q2 2016 | $3,344,000 | +1353.9% | 78,582 | +1272.1% | 2.10% | +992.2% |
Q1 2016 | $230,000 | +113.0% | 5,727 | +105.1% | 0.19% | +81.1% |
Q4 2015 | $108,000 | – | 2,792 | – | 0.11% | – |
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% |