SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $227,000 | -35.0% | 2,879 | -39.9% | 0.08% | -27.4% |
Q1 2021 | $349,000 | -4.4% | 4,788 | -15.9% | 0.12% | -11.4% |
Q4 2020 | $365,000 | +9.9% | 5,696 | -5.2% | 0.13% | 0.0% |
Q3 2020 | $332,000 | -3.5% | 6,009 | -9.5% | 0.13% | +7.3% |
Q2 2020 | $344,000 | +22.9% | 6,641 | +6.8% | 0.12% | -2.4% |
Q1 2020 | $280,000 | -84.8% | 6,220 | -80.5% | 0.13% | -81.4% |
Q4 2019 | $1,847,000 | -30.1% | 31,891 | -33.8% | 0.68% | -46.9% |
Q3 2019 | $2,641,000 | -83.4% | 48,207 | -84.0% | 1.28% | -81.8% |
Q2 2019 | $15,955,000 | +14.2% | 300,645 | +12.5% | 7.02% | +13.6% |
Q1 2019 | $13,971,000 | +8.5% | 267,240 | -2.5% | 6.18% | -24.1% |
Q4 2018 | $12,873,000 | -4.3% | 274,076 | +8.0% | 8.14% | +43.3% |
Q3 2018 | $13,448,000 | +5.7% | 253,744 | -1.7% | 5.68% | -36.0% |
Q2 2018 | $12,720,000 | +18.7% | 258,062 | +18.1% | 8.87% | +70.8% |
Q1 2018 | $10,713,000 | +0.3% | 218,496 | +4.6% | 5.19% | +5.2% |
Q4 2017 | $10,684,000 | +37.0% | 208,792 | +25.3% | 4.94% | +23.2% |
Q3 2017 | $7,797,000 | +8.0% | 166,598 | +4.0% | 4.00% | +6.0% |
Q2 2017 | $7,222,000 | +98.1% | 160,137 | +95.8% | 3.78% | +72.5% |
Q1 2017 | $3,646,000 | – | 81,784 | – | 2.19% | – |
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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% |