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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,367,000 | +1.2% | 45,735 | -12.1% | 0.15% | -17.5% |
| Q1 2020 | $2,340,000 | -14.9% | 52,016 | +9.5% | 0.18% | +11.3% |
| Q4 2019 | $2,751,000 | +18.9% | 47,491 | +12.5% | 0.16% | +8.2% |
| Q3 2019 | $2,313,000 | +6.2% | 42,226 | +2.9% | 0.15% | +0.7% |
| Q2 2019 | $2,178,000 | +20.3% | 41,034 | +18.5% | 0.15% | +29.2% |
| Q1 2019 | $1,810,000 | -1.3% | 34,626 | -11.3% | 0.11% | -16.9% |
| Q4 2018 | $1,833,000 | +4.9% | 39,030 | +18.4% | 0.14% | +9.7% |
| Q3 2018 | $1,747,000 | +10.2% | 32,956 | +2.4% | 0.12% | +2.5% |
| Q2 2018 | $1,586,000 | -99.9% | 32,172 | +10.0% | 0.12% | +1.7% |
| Q1 2018 | $1,433,931,000 | +104490.2% | 29,246 | +9.2% | 0.12% | +4.4% |
| Q4 2017 | $1,371,000 | +11.1% | 26,791 | +1.6% | 0.11% | +11.8% |
| Q3 2017 | $1,234,000 | -1.9% | 26,371 | -5.4% | 0.10% | -13.6% |
| Q2 2017 | $1,258,000 | -23.7% | 27,885 | -25.2% | 0.12% | -26.2% |
| Q1 2017 | $1,648,000 | +96.0% | 37,299 | +93.2% | 0.16% | +100.0% |
| Q4 2016 | $841,000 | -91.5% | 19,310 | -17.2% | 0.08% | -8.0% |
| Q3 2016 | $9,867,000 | -4.5% | 23,322 | -90.6% | 0.09% | -93.2% |
| Q2 2016 | $10,327,000 | +17.6% | 249,402 | +13.6% | 1.29% | +10.4% |
| Q1 2016 | $8,781,000 | +317.9% | 219,466 | +302.8% | 1.17% | +256.9% |
| Q4 2015 | $2,101,000 | +18.9% | 54,485 | +10.8% | 0.33% | +10.8% |
| Q3 2015 | $1,767,000 | +3.2% | 49,157 | +9.9% | 0.30% | +48.2% |
| Q2 2015 | $1,713,000 | -29.7% | 44,726 | -27.1% | 0.20% | -42.2% |
| Q1 2015 | $2,437,000 | -73.4% | 61,367 | -74.1% | 0.34% | -77.8% |
| Q4 2014 | $9,149,000 | +2.0% | 237,292 | +2.0% | 1.55% | +7.6% |
| Q3 2014 | $8,974,000 | +7.2% | 232,721 | +6.3% | 1.44% | +8.8% |
| Q2 2014 | $8,374,000 | -41.7% | 218,826 | -43.9% | 1.32% | -47.9% |
| Q1 2014 | $14,370,000 | -5.9% | 389,960 | -6.4% | 2.54% | -11.2% |
| Q4 2013 | $15,274,000 | +17.3% | 416,653 | +7.6% | 2.86% | +20.2% |
| Q3 2013 | $13,025,000 | +62.1% | 387,078 | +57.5% | 2.38% | +46.7% |
| Q2 2013 | $8,037,000 | – | 245,794 | – | 1.62% | – |
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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% |