SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $21,725 | +8.3% | 285 | +0.4% | 0.01% | +10.0% |
| Q3 2023 | $20,061 | -2.0% | 284 | +0.7% | 0.01% | 0.0% |
| Q2 2023 | $20,466 | -0.1% | 282 | +0.7% | 0.01% | -9.1% |
| Q1 2023 | $20,496 | -2.6% | 280 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $21,050 | +16.9% | 279 | +0.7% | 0.01% | +10.0% |
| Q3 2022 | $18,000 | -33.3% | 277 | -26.1% | 0.01% | -28.6% |
| Q2 2022 | $27,000 | -6.9% | 375 | +0.3% | 0.01% | +16.7% |
| Q1 2022 | $29,000 | +31.8% | 374 | +37.0% | 0.01% | +33.3% |
| Q4 2021 | $22,000 | +10.0% | 273 | +0.7% | 0.01% | +12.5% |
| Q3 2021 | $20,000 | 0.0% | 271 | +0.4% | 0.01% | +33.3% |
| Q2 2021 | $20,000 | 0.0% | 270 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | +17.6% | 269 | +0.4% | 0.01% | +20.0% |
| Q4 2020 | $17,000 | +13.3% | 268 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 266 | +0.8% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | +16.7% | 264 | +0.4% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -20.0% | 263 | +0.8% | 0.01% | +25.0% |
| Q4 2019 | $15,000 | +7.1% | 261 | +0.8% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 259 | +0.8% | 0.00% | -20.0% |
| Q2 2019 | $14,000 | +7.7% | 257 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $13,000 | +8.3% | 257 | +0.4% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -7.7% | 256 | +0.8% | 0.00% | 0.0% |
| Q3 2018 | $13,000 | +8.3% | 254 | +0.4% | 0.00% | +33.3% |
| Q2 2018 | $12,000 | 0.0% | 253 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $12,000 | +50.0% | 253 | +24.6% | 0.00% | +33.3% |
| Q1 2015 | $8,000 | -71.4% | 203 | -71.1% | 0.00% | -66.7% |
| Q4 2014 | $28,000 | +3.7% | 703 | +0.1% | 0.01% | 0.0% |
| Q3 2014 | $27,000 | 0.0% | 702 | +0.1% | 0.01% | 0.0% |
| Q2 2014 | $27,000 | +3.8% | 701 | 0.0% | 0.01% | -10.0% |
| Q1 2014 | $26,000 | 0.0% | 701 | +0.1% | 0.01% | 0.0% |
| Q4 2013 | $26,000 | +8.3% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $24,000 | – | 700 | – | 0.01% | – |
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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% |