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 | $9,976,809 | +64.6% | 140,995 | +69.0% | 0.91% | +74.9% |
Q2 2023 | $6,059,551 | +15.8% | 83,442 | +16.6% | 0.52% | +8.1% |
Q1 2023 | $5,234,688 | +31.1% | 71,551 | +35.4% | 0.48% | +21.9% |
Q4 2022 | $3,992,624 | +149.2% | 52,854 | +119.2% | 0.39% | +145.6% |
Q3 2022 | $1,602,000 | +8.2% | 24,112 | +16.7% | 0.16% | +10.3% |
Q2 2022 | $1,480,000 | -72.8% | 20,667 | -70.1% | 0.14% | -57.4% |
Q1 2022 | $5,446,000 | -45.5% | 69,029 | -44.1% | 0.34% | -44.7% |
Q4 2021 | $9,987,000 | +3.0% | 123,555 | -5.4% | 0.62% | -8.9% |
Q3 2021 | $9,698,000 | -5.1% | 130,629 | -3.3% | 0.68% | -0.3% |
Q2 2021 | $10,214,000 | +4.4% | 135,074 | +0.7% | 0.68% | -2.7% |
Q1 2021 | $9,783,000 | -0.3% | 134,166 | -12.3% | 0.70% | -12.1% |
Q4 2020 | $9,816,000 | +22.2% | 153,040 | +5.4% | 0.79% | +15.1% |
Q3 2020 | $8,030,000 | +40.0% | 145,211 | +31.0% | 0.69% | +48.9% |
Q2 2020 | $5,737,000 | +178.2% | 110,869 | +141.9% | 0.46% | +143.2% |
Q1 2020 | $2,062,000 | -34.6% | 45,836 | -15.7% | 0.19% | -28.8% |
Q4 2019 | $3,151,000 | +0.5% | 54,401 | -4.9% | 0.27% | -7.3% |
Q3 2019 | $3,134,000 | -4.5% | 57,208 | -7.5% | 0.29% | -20.7% |
Q2 2019 | $3,283,000 | -3.0% | 61,865 | -4.5% | 0.36% | -12.3% |
Q1 2019 | $3,386,000 | +8.5% | 64,767 | -2.5% | 0.41% | -3.9% |
Q4 2018 | $3,120,000 | -3.0% | 66,417 | +9.5% | 0.43% | +6.7% |
Q3 2018 | $3,216,000 | -3.5% | 60,671 | -10.2% | 0.40% | -10.2% |
Q2 2018 | $3,332,000 | -12.0% | 67,599 | -12.5% | 0.45% | -14.0% |
Q1 2018 | $3,787,000 | -9.6% | 77,238 | -5.7% | 0.52% | -17.9% |
Q4 2017 | $4,189,000 | – | 81,873 | – | 0.64% | – |
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% |