SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $42,783,000 | +3.2% | 781 | 0.0% | 0.00% | – |
| Q2 2019 | $41,448,000 | +41.8% | 781 | +39.7% | 0.00% | – |
| Q1 2019 | $29,225,000 | +11.3% | 559 | 0.0% | 0.00% | – |
| Q4 2018 | $26,256,000 | -17.3% | 559 | -6.7% | 0.00% | – |
| Q3 2018 | $31,747,000 | -99.4% | 599 | -99.4% | 0.00% | -100.0% |
| Q2 2018 | $4,963,059,000 | +3.4% | 100,691 | +2.9% | 0.00% | 0.0% |
| Q1 2018 | $4,799,449,000 | -4.7% | 97,888 | -0.6% | 0.00% | 0.0% |
| Q4 2017 | $5,037,328,000 | +9.8% | 98,443 | +0.4% | 0.00% | 0.0% |
| Q3 2017 | $4,587,804,000 | +24.0% | 98,030 | +19.5% | 0.00% | 0.0% |
| Q2 2017 | $3,700,951,000 | +1274.9% | 82,061 | +1259.1% | 0.00% | – |
| Q1 2017 | $269,174,000 | – | 6,038 | – | 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% |