SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,167,662 | -5.3% | 30,634 | -2.8% | 1.53% | -0.3% |
| Q2 2023 | $2,289,346 | -2.0% | 31,525 | -1.3% | 1.54% | -13.5% |
| Q1 2023 | $2,335,926 | +19.1% | 31,929 | +22.9% | 1.78% | +22.2% |
| Q4 2022 | $1,962,000 | +238.9% | 25,973 | +198.2% | 1.46% | +238.6% |
| Q3 2022 | $579,000 | +6333.3% | 8,710 | +6498.5% | 0.43% | +7066.7% |
| Q2 2022 | $9,000 | -10.0% | 132 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $10,000 | -9.1% | 132 | 0.0% | 0.01% | -33.3% |
| Q4 2021 | $11,000 | -21.4% | 132 | -46.3% | 0.01% | -43.8% |
| Q3 2020 | $14,000 | +7.7% | 246 | -3.9% | 0.02% | +6.7% |
| Q2 2020 | $13,000 | +8.3% | 256 | 0.0% | 0.02% | -11.8% |
| Q1 2020 | $12,000 | -20.0% | 256 | 0.0% | 0.02% | +13.3% |
| Q4 2019 | $15,000 | – | 256 | – | 0.02% | – |
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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% |