SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,594,859 | -2.6% | 22,539 | -0.0% | 0.18% | -0.5% |
| Q2 2023 | $1,637,416 | -1.7% | 22,548 | -1.0% | 0.19% | +6.3% |
| Q1 2023 | $1,666,140 | +93714.2% | 22,774 | -3.2% | 0.18% | -6.9% |
| Q4 2022 | $1,776 | -99.9% | 23,520 | -17.3% | 0.19% | -16.4% |
| Q3 2022 | $1,889,000 | -10.0% | 28,440 | -2.9% | 0.22% | -3.8% |
| Q2 2022 | $2,098,000 | -52.3% | 29,284 | -46.8% | 0.23% | +9.3% |
| Q1 2022 | $4,396,000 | +104.2% | 55,068 | +106.8% | 0.21% | +0.5% |
| Q4 2021 | $2,153,000 | +10.0% | 26,635 | +1.1% | 0.21% | -4.9% |
| Q3 2021 | $1,957,000 | +10.0% | 26,355 | +8.0% | 0.22% | -13.2% |
| Q2 2021 | $1,779,000 | 0.0% | 24,399 | 0.0% | 0.26% | -19.1% |
| Q1 2021 | $1,779,000 | +16.2% | 24,399 | +2.2% | 0.32% | +5.3% |
| Q4 2020 | $1,531,000 | +16.2% | 23,873 | +0.2% | 0.30% | -6.5% |
| Q3 2020 | $1,318,000 | +7.1% | 23,830 | +0.2% | 0.32% | -14.7% |
| Q2 2020 | $1,231,000 | +206.2% | 23,784 | +166.3% | 0.38% | +165.7% |
| Q1 2020 | $402,000 | +46.2% | 8,931 | +59.2% | 0.14% | +164.8% |
| Q1 2018 | $275,000 | – | 5,609 | – | 0.05% | – |
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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% |