SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 433 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Advisors Investment Management, LLC | 1,418,223 | $75,166,000 | 12.40% |
| Pinkerton Retirement Specialists, LLC | 511,031 | $27,085,000 | 10.91% |
| Summit Asset Management, LLC | 426,264 | $22,592,000 | 10.47% |
| USAdvisors Wealth Management, LLC | 240,972 | $12,772,000 | 9.15% |
| Avantax Planning Partners, Inc. | 2,121,326 | $112,430,000 | 9.00% |
| Q3 Asset Management | 82,335 | $4,365,000 | 8.43% |
| Acorn Wealth Advisors, LLC | 149,856 | $7,544,000 | 7.44% |
| Sharkey, Howes & Javer | 225,870 | $11,971,000 | 6.26% |
| Financial Sense Advisors, Inc. | 253,744 | $13,448,000 | 5.68% |
| ROCKY MOUNTAIN ADVISERS, LLC | 26,059 | $1,381,000 | 4.73% |