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 2019 | $476,000 | +17.8% | 9,100 | +5.7% | 0.23% | +0.4% |
| Q4 2018 | $404,000 | -13.3% | 8,609 | -2.2% | 0.23% | -2.1% |
| Q3 2018 | $466,000 | +7.4% | 8,800 | -0.0% | 0.23% | +0.4% |
| Q2 2018 | $434,000 | +0.5% | 8,804 | 0.0% | 0.23% | -0.4% |
| Q1 2018 | $432,000 | -4.2% | 8,804 | 0.0% | 0.23% | -0.4% |
| Q4 2017 | $451,000 | +9.5% | 8,804 | +0.0% | 0.23% | +2.6% |
| Q3 2017 | $412,000 | +10.2% | 8,800 | +6.0% | 0.23% | +1.8% |
| Q2 2017 | $374,000 | 0.0% | 8,301 | -1.0% | 0.22% | -9.7% |
| Q1 2017 | $374,000 | +2.5% | 8,385 | +0.0% | 0.25% | -5.7% |
| Q4 2016 | $365,000 | -1.6% | 8,384 | -4.5% | 0.26% | -12.9% |
| Q3 2016 | $371,000 | +2.2% | 8,779 | +0.1% | 0.30% | -4.7% |
| Q2 2016 | $363,000 | +9.0% | 8,768 | +5.6% | 0.32% | -21.1% |
| Q1 2016 | $333,000 | +4.1% | 8,300 | 0.0% | 0.40% | -1.7% |
| Q4 2015 | $320,000 | +7.4% | 8,300 | 0.0% | 0.41% | -1.9% |
| Q3 2015 | $298,000 | -6.3% | 8,300 | 0.0% | 0.42% | -2.1% |
| Q2 2015 | $318,000 | -2.8% | 8,300 | 0.0% | 0.43% | +4.2% |
| Q1 2015 | $327,000 | -1.2% | 8,300 | 0.0% | 0.41% | -18.8% |
| Q4 2014 | $331,000 | +3.4% | 8,300 | 0.0% | 0.50% | -3.3% |
| Q3 2014 | $320,000 | +0.6% | 8,300 | 0.0% | 0.52% | -4.4% |
| Q2 2014 | $318,000 | +3.9% | 8,300 | 0.0% | 0.54% | -0.2% |
| Q1 2014 | $306,000 | – | 8,300 | – | 0.55% | – |
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% |