SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 520 filers reported holding SCHWAB STRATEGIC TR in Q1 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 | $360,809 | -1.9% | 5,099 | +0.7% | 0.14% | +2.9% |
Q2 2023 | $367,642 | -30.4% | 5,063 | -29.9% | 0.14% | -35.5% |
Q1 2023 | $528,287 | -4.3% | 7,221 | -1.1% | 0.21% | -11.3% |
Q4 2022 | $551,762 | +13.8% | 7,304 | +0.1% | 0.24% | +8.2% |
Q3 2022 | $485,000 | -23.6% | 7,297 | -17.7% | 0.22% | -17.0% |
Q2 2022 | $635,000 | -6.5% | 8,861 | +3.0% | 0.26% | +17.3% |
Q1 2022 | $679,000 | +0.4% | 8,604 | +2.8% | 0.23% | +13.0% |
Q4 2021 | $676,000 | +58.7% | 8,367 | +45.8% | 0.20% | +41.8% |
Q3 2021 | $426,000 | +9.8% | 5,739 | +11.8% | 0.14% | +10.2% |
Q2 2021 | $388,000 | +14.1% | 5,134 | +10.1% | 0.13% | +4.9% |
Q1 2021 | $340,000 | +13.7% | 4,664 | 0.0% | 0.12% | +5.2% |
Q4 2020 | $299,000 | +16.3% | 4,664 | +0.2% | 0.12% | +9.4% |
Q3 2020 | $257,000 | +7.1% | 4,654 | +0.2% | 0.11% | -0.9% |
Q2 2020 | $240,000 | -38.3% | 4,643 | -30.9% | 0.11% | -35.9% |
Q4 2019 | $389,000 | -1.5% | 6,724 | -6.7% | 0.17% | -9.2% |
Q3 2019 | $395,000 | +3.4% | 7,206 | +0.1% | 0.18% | +6.4% |
Q2 2019 | $382,000 | +2.4% | 7,198 | +1.0% | 0.17% | -3.4% |
Q1 2019 | $373,000 | +27.7% | 7,128 | +14.6% | 0.18% | +11.9% |
Q4 2018 | $292,000 | +1.0% | 6,221 | +14.0% | 0.16% | +23.1% |
Q3 2018 | $289,000 | +7.4% | 5,456 | +0.1% | 0.13% | -0.8% |
Q2 2018 | $269,000 | +4.7% | 5,448 | +3.8% | 0.13% | +3.1% |
Q1 2018 | $257,000 | +11.7% | 5,248 | +16.8% | 0.13% | +12.4% |
Q4 2017 | $230,000 | – | 4,492 | – | 0.11% | – |
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% |