SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $14,000 | +16.7% | 285 | +23.9% | 0.01% | +40.0% |
| Q4 2017 | $12,000 | -45.5% | 230 | -50.0% | 0.01% | -54.5% |
| Q3 2017 | $22,000 | +4.8% | 460 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $21,000 | +23.5% | 460 | +21.1% | 0.01% | +22.2% |
| Q1 2017 | $17,000 | +30.8% | 380 | +24.6% | 0.01% | +12.5% |
| Q4 2016 | $13,000 | +18.2% | 305 | +13.0% | 0.01% | +14.3% |
| Q3 2016 | $11,000 | +57.1% | 270 | +58.8% | 0.01% | +40.0% |
| Q2 2016 | $7,000 | 0.0% | 170 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $7,000 | 0.0% | 170 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $7,000 | – | 170 | – | 0.01% | – |
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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% |