SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $663,944 | +8.8% | 9,383 | +11.6% | 0.06% | +14.5% |
| Q2 2023 | $610,352 | +167.4% | 8,405 | +169.4% | 0.06% | +150.0% |
| Q1 2023 | $228,265 | +8.2% | 3,120 | +6.1% | 0.02% | -4.3% |
| Q2 2022 | $211,000 | -5.4% | 2,941 | +4.2% | 0.02% | +4.5% |
| Q1 2022 | $223,000 | -1.3% | 2,823 | +0.4% | 0.02% | 0.0% |
| Q4 2021 | $226,000 | -7.4% | 2,811 | -14.4% | 0.02% | -15.4% |
| Q3 2021 | $244,000 | -1.2% | 3,285 | +0.5% | 0.03% | 0.0% |
| Q2 2021 | $247,000 | -13.9% | 3,270 | -17.0% | 0.03% | -23.5% |
| Q1 2021 | $287,000 | +16.2% | 3,942 | +2.5% | 0.03% | +9.7% |
| Q4 2020 | $247,000 | +19.9% | 3,845 | +3.2% | 0.03% | 0.0% |
| Q3 2020 | $206,000 | -5.9% | 3,727 | -1.4% | 0.03% | -11.4% |
| Q4 2019 | $219,000 | +9.0% | 3,779 | +3.0% | 0.04% | 0.0% |
| Q3 2019 | $201,000 | -13.0% | 3,670 | -16.2% | 0.04% | -14.6% |
| Q2 2019 | $231,000 | -42.7% | 4,381 | 0.0% | 0.04% | -16.3% |
| Q1 2019 | $403,000 | +92.8% | 4,381 | -1.7% | 0.05% | +8.9% |
| Q4 2018 | $209,000 | -95.7% | 4,456 | -98.1% | 0.04% | -27.4% |
| Q3 2018 | $4,908,000 | -1.2% | 232,989 | -4.7% | 0.06% | +10.7% |
| Q2 2018 | $4,970,000 | +1962.2% | 244,601 | +4761.9% | 0.06% | +21.7% |
| Q1 2018 | $241,000 | +0.4% | 5,031 | +8.3% | 0.05% | +2.2% |
| Q4 2017 | $240,000 | +3.0% | 4,647 | -5.3% | 0.04% | -6.2% |
| Q3 2017 | $233,000 | +8.9% | 4,908 | +3.2% | 0.05% | 0.0% |
| Q2 2017 | $214,000 | – | 4,757 | – | 0.05% | – |
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% |