SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $240,053 | -47.3% | 3,282 | -45.6% | 0.05% | -51.5% |
Q4 2022 | $455,443 | -43.4% | 6,029 | -46.4% | 0.10% | +21.2% |
Q2 2022 | $805,000 | +136.8% | 11,240 | +161.1% | 0.08% | +166.7% |
Q1 2022 | $340,000 | +7.3% | 4,305 | +9.8% | 0.03% | +15.4% |
Q4 2021 | $317,000 | -47.9% | 3,919 | -52.2% | 0.03% | -51.9% |
Q3 2021 | $609,000 | +5.7% | 8,197 | +7.7% | 0.05% | +92.9% |
Q2 2021 | $576,000 | -94.0% | 7,614 | -94.2% | 0.03% | -97.1% |
Q1 2021 | $9,531,000 | +3098.3% | 130,711 | +2717.0% | 0.97% | +2750.0% |
Q4 2020 | $298,000 | -96.7% | 4,640 | -96.9% | 0.03% | -97.0% |
Q3 2020 | $9,081,000 | +794.7% | 147,830 | +653.7% | 1.12% | +517.1% |
Q2 2020 | $1,015,000 | +70.0% | 19,614 | +47.8% | 0.18% | +41.4% |
Q1 2020 | $597,000 | -59.2% | 13,274 | -47.5% | 0.13% | -54.1% |
Q4 2019 | $1,465,000 | +3.2% | 25,289 | -2.4% | 0.28% | +1.5% |
Q3 2019 | $1,420,000 | -99.8% | 25,915 | +71.8% | 0.28% | +47.1% |
Q2 2019 | $807,026,000 | +99165.2% | 15,086 | -3.0% | 0.19% | -18.7% |
Q1 2019 | $813,000 | -23.7% | 15,560 | -31.4% | 0.23% | -26.8% |
Q4 2018 | $1,065,000 | -21.8% | 22,669 | -13.7% | 0.31% | -12.5% |
Q3 2018 | $1,362,000 | -13.1% | 26,267 | -17.4% | 0.36% | -49.2% |
Q2 2018 | $1,568,000 | -64.0% | 31,810 | -64.3% | 0.71% | -57.9% |
Q1 2018 | $4,360,000 | -14.0% | 89,195 | -9.5% | 1.68% | -16.3% |
Q4 2017 | $5,069,000 | +29.2% | 98,521 | +17.5% | 2.00% | +5.2% |
Q3 2017 | $3,923,000 | +120.8% | 83,833 | +112.8% | 1.90% | +91.4% |
Q2 2017 | $1,777,000 | +51.5% | 39,397 | +49.7% | 0.99% | +13.2% |
Q1 2017 | $1,173,000 | +12.9% | 26,311 | +10.3% | 0.88% | +1.4% |
Q4 2016 | $1,039,000 | – | 23,846 | – | 0.87% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Asset Advisors Investment Management, LLC | 1,418,223 | $75,166,000 | 12.40% |
Pinkerton Retirement Specialists, LLC | 511,031 | $27,085,000 | 10.91% |
Summit Asset Management, LLC | 426,264 | $22,592,000 | 10.47% |
USAdvisors Wealth Management, LLC | 240,972 | $12,772,000 | 9.15% |
Avantax Planning Partners, Inc. | 2,121,326 | $112,430,000 | 9.00% |
Q3 Asset Management | 82,335 | $4,365,000 | 8.43% |
Acorn Wealth Advisors, LLC | 149,856 | $7,544,000 | 7.44% |
Sharkey, Howes & Javer | 225,870 | $11,971,000 | 6.26% |
Financial Sense Advisors, Inc. | 253,744 | $13,448,000 | 5.68% |
ROCKY MOUNTAIN ADVISERS, LLC | 26,059 | $1,381,000 | 4.73% |