SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 224 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $499,000 | +62.5% | 9,121 | +57.9% | 0.00% | +50.0% |
| Q2 2019 | $307,000 | -17.3% | 5,776 | -18.7% | 0.00% | 0.0% |
| Q1 2019 | $371,000 | +16.7% | 7,104 | +4.6% | 0.00% | 0.0% |
| Q4 2018 | $318,000 | -22.4% | 6,791 | -12.3% | 0.00% | 0.0% |
| Q3 2018 | $410,000 | +1.5% | 7,740 | -5.5% | 0.00% | 0.0% |
| Q2 2018 | $404,000 | +5.8% | 8,188 | +5.0% | 0.00% | 0.0% |
| Q1 2018 | $382,000 | -27.5% | 7,795 | -24.2% | 0.00% | -33.3% |
| Q4 2017 | $527,000 | -14.7% | 10,290 | -22.2% | 0.00% | -25.0% |
| Q3 2017 | $618,000 | +3.7% | 13,222 | +0.1% | 0.00% | 0.0% |
| Q2 2017 | $596,000 | +1.2% | 13,215 | +0.1% | 0.00% | 0.0% |
| Q1 2017 | $589,000 | -9.4% | 13,208 | -11.7% | 0.00% | 0.0% |
| Q4 2016 | $650,000 | +6.7% | 14,955 | +3.5% | 0.00% | 0.0% |
| Q3 2016 | $609,000 | +2.0% | 14,447 | +0.0% | 0.00% | 0.0% |
| Q2 2016 | $597,000 | – | 14,441 | – | 0.00% | – |
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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% |