SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 523 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $777,347 | +16.2% | 10,986 | +19.3% | 0.07% | +23.6% |
Q2 2023 | $668,991 | +21.7% | 9,212 | +22.6% | 0.06% | +14.6% |
Q1 2023 | $549,860 | +126304.6% | 7,516 | +30.4% | 0.05% | +23.1% |
Q4 2022 | $435 | -99.9% | 5,765 | +0.2% | 0.04% | +8.3% |
Q3 2022 | $382,000 | +27.3% | 5,752 | +37.2% | 0.04% | +38.5% |
Q2 2022 | $300,000 | -8.5% | 4,193 | +1.0% | 0.03% | +8.3% |
Q1 2022 | $328,000 | -2.4% | 4,153 | 0.0% | 0.02% | +4.3% |
Q4 2021 | $336,000 | +9.1% | 4,153 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $308,000 | +4.4% | 4,153 | +6.5% | 0.02% | +4.5% |
Q2 2021 | $295,000 | +3.9% | 3,898 | 0.0% | 0.02% | -4.3% |
Q1 2021 | $284,000 | +6.8% | 3,898 | -6.0% | 0.02% | 0.0% |
Q4 2020 | $266,000 | -35.0% | 4,148 | -43.9% | 0.02% | -43.9% |
Q3 2020 | $409,000 | -2.4% | 7,388 | -8.8% | 0.04% | -10.9% |
Q2 2020 | $419,000 | +15.1% | 8,098 | 0.0% | 0.05% | -4.2% |
Q1 2020 | $364,000 | -45.8% | 8,098 | -30.2% | 0.05% | -29.4% |
Q4 2019 | $672,000 | +99.4% | 11,599 | +88.3% | 0.07% | +83.8% |
Q3 2019 | $337,000 | +3.1% | 6,159 | 0.0% | 0.04% | +5.7% |
Q2 2019 | $327,000 | +1.6% | 6,159 | 0.0% | 0.04% | 0.0% |
Q1 2019 | $322,000 | +18.8% | 6,159 | +6.8% | 0.04% | +6.1% |
Q4 2018 | $271,000 | -11.4% | 5,766 | 0.0% | 0.03% | +10.0% |
Q3 2018 | $306,000 | +7.7% | 5,766 | 0.0% | 0.03% | +3.4% |
Q2 2018 | $284,000 | +32.1% | 5,766 | -1.7% | 0.03% | -3.3% |
Q4 2013 | $215,000 | – | 5,863 | – | 0.03% | – |
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% |