SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $595,000 | -44.0% | 11,231 | -47.9% | 0.00% | 0.0% |
| Q2 2018 | $1,062,000 | -0.5% | 21,540 | -1.0% | 0.00% | 0.0% |
| Q1 2018 | $1,067,000 | +105.2% | 21,766 | +114.1% | 0.00% | 0.0% |
| Q4 2017 | $520,000 | +71.6% | 10,164 | +56.8% | 0.00% | – |
| Q3 2017 | $303,000 | +339.1% | 6,481 | +325.8% | 0.00% | – |
| Q2 2017 | $69,000 | +115.6% | 1,522 | +106.2% | 0.00% | – |
| Q4 2016 | $32,000 | – | 738 | – | 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% |