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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $319,313 | -2.6% | 4,513 | +0.0% | 0.16% | -1.3% |
Q2 2023 | $327,698 | -0.5% | 4,512 | +0.2% | 0.16% | -9.7% |
Q1 2023 | $329,394 | -8.0% | 4,502 | -5.0% | 0.18% | +29.4% |
Q4 2022 | $357,895 | +13.7% | 4,738 | 0.0% | 0.14% | +6.2% |
Q3 2022 | $314,732 | -7.3% | 4,738 | 0.0% | 0.13% | -5.2% |
Q2 2022 | $339,366 | -9.2% | 4,738 | 0.0% | 0.14% | +4.7% |
Q1 2022 | $373,760 | -4.9% | 4,738 | -2.6% | 0.13% | -1.5% |
Q4 2021 | $392,972 | +14.2% | 4,862 | +4.9% | 0.13% | +3.1% |
Q3 2021 | $344,001 | -1.8% | 4,634 | 0.0% | 0.13% | -0.8% |
Q2 2021 | $350,389 | +3.7% | 4,634 | +0.0% | 0.13% | -3.8% |
Q1 2021 | $337,873 | +13.7% | 4,633 | 0.0% | 0.13% | +5.6% |
Q4 2020 | $297,187 | +16.0% | 4,633 | 0.0% | 0.13% | +1.6% |
Q3 2020 | $256,222 | +6.9% | 4,633 | 0.0% | 0.12% | -0.8% |
Q2 2020 | $239,769 | +15.3% | 4,633 | +0.2% | 0.12% | -4.6% |
Q1 2020 | $207,943 | -22.3% | 4,623 | 0.0% | 0.13% | -4.4% |
Q4 2019 | $267,764 | +5.7% | 4,623 | 0.0% | 0.14% | -2.8% |
Q3 2019 | $253,248 | +3.2% | 4,623 | 0.0% | 0.14% | 0.0% |
Q2 2019 | $245,343 | +1.5% | 4,623 | 0.0% | 0.14% | 0.0% |
Q1 2019 | $241,690 | +11.3% | 4,623 | 0.0% | 0.14% | +0.7% |
Q4 2018 | $217,142 | -11.4% | 4,623 | 0.0% | 0.14% | -13.0% |
Q3 2018 | $245,019 | +7.5% | 4,623 | 0.0% | 0.16% | +1.3% |
Q2 2018 | $227,868 | +2.4% | 4,623 | +1.8% | 0.16% | 0.0% |
Q1 2018 | $222,596 | -4.2% | 4,540 | 0.0% | 0.16% | -6.5% |
Q4 2017 | $232,312 | +9.3% | 4,540 | 0.0% | 0.17% | +4.9% |
Q3 2017 | $212,472 | +3.8% | 4,540 | 0.0% | 0.16% | 0.0% |
Q2 2017 | $204,754 | +1.3% | 4,540 | +0.2% | 0.16% | -4.1% |
Q1 2017 | $202,081 | +2.3% | 4,533 | 0.0% | 0.17% | -4.5% |
Q4 2016 | $197,503 | +3.7% | 4,533 | +0.7% | 0.18% | +1.7% |
Q3 2016 | $190,480 | +2.1% | 4,502 | 0.0% | 0.17% | -1.1% |
Q2 2016 | $186,563 | +3.4% | 4,502 | 0.0% | 0.18% | +2.9% |
Q1 2016 | $180,485 | – | 4,502 | – | 0.17% | – |
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% |