SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 187 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 0.97 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,813,085 | +16.9% | 24,495 | +16.1% | 0.00% | 0.0% |
| Q2 2023 | $1,551,480 | +5.0% | 21,091 | +7.8% | 0.00% | 0.0% |
| Q4 2022 | $1,477,880 | +45.5% | 19,564 | +37.2% | 0.00% | – |
| Q3 2022 | $1,016,000 | -61.1% | 14,261 | -60.2% | 0.00% | -100.0% |
| Q2 2022 | $2,611,000 | +186.3% | 35,825 | +214.0% | 0.00% | – |
| Q1 2022 | $912,000 | +25.1% | 11,409 | +26.6% | 0.00% | – |
| Q4 2021 | $729,000 | +28.1% | 9,012 | +19.4% | 0.00% | – |
| Q3 2021 | $569,000 | +53.0% | 7,545 | +56.4% | 0.00% | – |
| Q2 2021 | $372,000 | +313.3% | 4,823 | +294.7% | 0.00% | – |
| Q1 2021 | $90,000 | +11.1% | 1,222 | 0.0% | 0.00% | – |
| Q4 2020 | $81,000 | +17.4% | 1,222 | 0.0% | 0.00% | – |
| Q3 2020 | $69,000 | +11.3% | 1,222 | 0.0% | 0.00% | – |
| Q2 2020 | $62,000 | +12.7% | 1,222 | 0.0% | 0.00% | – |
| Q1 2020 | $55,000 | -70.9% | 1,222 | -62.5% | 0.00% | – |
| Q4 2019 | $189,000 | +6.8% | 3,263 | +1.0% | 0.00% | – |
| Q3 2019 | $177,000 | -0.6% | 3,230 | -3.6% | 0.00% | – |
| Q2 2019 | $178,000 | -25.8% | 3,350 | -27.2% | 0.00% | – |
| Q1 2019 | $240,000 | +53.8% | 4,601 | +38.8% | 0.00% | – |
| Q4 2018 | $156,000 | -10.3% | 3,314 | +0.9% | 0.00% | – |
| Q3 2018 | $174,000 | +8.1% | 3,284 | +0.5% | 0.00% | – |
| Q2 2018 | $161,000 | -1.8% | 3,267 | -2.5% | 0.00% | – |
| Q1 2018 | $164,000 | -13.2% | 3,352 | -9.2% | 0.00% | – |
| Q4 2017 | $189,000 | +53.7% | 3,692 | +40.4% | 0.00% | – |
| Q3 2017 | $123,000 | +18.3% | 2,629 | +13.6% | 0.00% | – |
| Q2 2017 | $104,000 | -90.3% | 2,314 | -90.3% | 0.00% | -100.0% |
| Q1 2017 | $1,068,000 | +631.5% | 23,947 | +603.1% | 0.00% | – |
| Q4 2016 | $146,000 | +52.1% | 3,406 | +50.1% | 0.00% | – |
| Q3 2016 | $96,000 | -32.4% | 2,269 | -34.1% | 0.00% | – |
| Q2 2016 | $142,000 | -5.3% | 3,443 | -8.5% | 0.00% | – |
| Q1 2016 | $150,000 | +48.5% | 3,764 | +43.1% | 0.00% | – |
| Q4 2015 | $101,000 | +13.5% | 2,630 | +6.0% | 0.00% | – |
| Q3 2015 | $89,000 | -1.1% | 2,481 | +5.0% | 0.00% | – |
| Q2 2015 | $90,000 | -2.2% | 2,362 | +1.6% | 0.00% | – |
| Q1 2015 | $92,000 | +253.8% | 2,324 | +267.7% | 0.00% | – |
| Q4 2014 | $26,000 | +4.0% | 632 | +0.3% | 0.00% | – |
| Q3 2014 | $25,000 | -7.4% | 630 | -11.5% | 0.00% | – |
| Q2 2014 | $27,000 | +3.8% | 712 | +0.7% | 0.00% | – |
| Q1 2014 | $26,000 | – | 707 | +11683.3% | 0.00% | – |
| Q4 2013 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q3 2013 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q2 2013 | $0 | – | 6 | – | 0.00% | – |
Download | ||||||
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% |