SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 151 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $142,228 | +50.2% | 2,010 | +54.1% | 0.03% | +61.1% |
Q2 2023 | $94,697 | -0.7% | 1,304 | 0.0% | 0.02% | -5.3% |
Q1 2023 | $95,401 | -3.2% | 1,304 | 0.0% | 0.02% | -5.0% |
Q4 2022 | $98,504 | +15.9% | 1,304 | +2.3% | 0.02% | +17.6% |
Q3 2022 | $85,000 | -34.1% | 1,275 | -29.0% | 0.02% | -32.0% |
Q2 2022 | $129,000 | +25.2% | 1,795 | +37.5% | 0.02% | +47.1% |
Q1 2022 | $103,000 | -1.9% | 1,305 | 0.0% | 0.02% | -10.5% |
Q4 2021 | $105,000 | +6.1% | 1,305 | -2.2% | 0.02% | 0.0% |
Q3 2021 | $99,000 | -2.0% | 1,335 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $101,000 | -55.7% | 1,335 | -66.1% | 0.02% | -66.1% |
Q4 2019 | $228,000 | -95.0% | 3,935 | -96.7% | 0.06% | -97.9% |
Q2 2015 | $4,551,000 | -10.5% | 118,860 | -7.9% | 2.71% | -10.0% |
Q1 2015 | $5,087,000 | -2.9% | 129,080 | -1.9% | 3.01% | -11.6% |
Q4 2014 | $5,241,000 | +9.9% | 131,525 | +6.4% | 3.40% | -16.9% |
Q3 2014 | $4,769,000 | +1.9% | 123,670 | +1.2% | 4.10% | +1.2% |
Q2 2014 | $4,678,000 | +89.9% | 122,225 | +82.8% | 4.05% | +54.2% |
Q1 2014 | $2,464,000 | +23.2% | 66,855 | +22.5% | 2.62% | -5.5% |
Q4 2013 | $2,000,000 | – | 54,555 | – | 2.78% | – |
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% |