SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 395 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,653,208 | +6494.2% | 122,290 | +6667.6% | 1.54% | +5588.9% |
| Q2 2023 | $131,224 | -1.1% | 1,807 | -0.3% | 0.03% | -6.9% |
| Q1 2023 | $132,639 | -2.8% | 1,813 | +0.3% | 0.03% | -9.4% |
| Q4 2022 | $136,501 | +10.1% | 1,807 | -2.8% | 0.03% | -46.7% |
| Q3 2022 | $124,000 | -6.8% | 1,860 | 0.0% | 0.06% | -4.8% |
| Q2 2022 | $133,000 | -38.1% | 1,860 | -31.6% | 0.06% | -31.5% |
| Q1 2022 | $215,000 | -2.3% | 2,721 | 0.0% | 0.09% | +7.0% |
| Q4 2021 | $220,000 | +12.8% | 2,721 | +3.9% | 0.09% | -24.6% |
| Q3 2021 | $195,000 | -1.5% | 2,620 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $198,000 | +3.7% | 2,620 | 0.0% | 0.11% | +2.7% |
| Q1 2021 | $191,000 | +13.7% | 2,620 | 0.0% | 0.11% | -10.6% |
| Q4 2020 | $168,000 | +95.3% | 2,620 | +56.5% | 0.12% | +215.4% |
| Q4 2017 | $86,000 | – | 1,674 | – | 0.04% | – |
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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% |