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 2017 | $3,843,000 | +27.2% | 82,147 | +22.6% | 0.03% | +26.9% |
| Q2 2017 | $3,021,000 | +57.2% | 66,996 | +55.4% | 0.03% | +73.3% |
| Q1 2017 | $1,922,000 | +167.3% | 43,125 | +161.0% | 0.02% | +200.0% |
| Q4 2016 | $719,000 | -72.1% | 16,524 | -74.3% | 0.01% | -66.7% |
| Q1 2016 | $2,575,000 | -0.1% | 64,287 | -10.4% | 0.02% | +150.0% |
| Q3 2015 | $2,578,000 | -1.3% | 71,727 | +8.1% | 0.01% | -50.0% |
| Q1 2015 | $2,613,000 | +1.1% | 66,361 | +2.2% | 0.01% | +9.1% |
| Q4 2014 | $2,585,000 | – | 64,904 | – | 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% |