SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,832,451 | +6.4% | 40,029 | +9.2% | 0.14% | +6.0% |
| Q2 2023 | $2,662,013 | +3.9% | 36,657 | +4.7% | 0.13% | -2.9% |
| Q1 2023 | $2,562,373 | -43.9% | 35,024 | -42.1% | 0.14% | -49.5% |
| Q4 2022 | $4,566,081 | +32.7% | 60,446 | +16.7% | 0.27% | +26.4% |
| Q3 2022 | $3,440,000 | +244.3% | 51,781 | +271.4% | 0.22% | +227.3% |
| Q2 2022 | $999,000 | -9.0% | 13,941 | +0.2% | 0.07% | +17.9% |
| Q1 2022 | $1,098,000 | -2.3% | 13,912 | +0.1% | 0.06% | 0.0% |
| Q4 2021 | $1,124,000 | +9.0% | 13,900 | 0.0% | 0.06% | -5.1% |
| Q3 2021 | $1,031,000 | -64.6% | 13,900 | -63.9% | 0.06% | -64.2% |
| Q2 2021 | $2,911,000 | +2.8% | 38,502 | -0.9% | 0.16% | -5.2% |
| Q1 2021 | $2,833,000 | +19.3% | 38,858 | +4.9% | 0.17% | +7.4% |
| Q4 2020 | $2,375,000 | +15.9% | 37,035 | -0.1% | 0.16% | +2.5% |
| Q3 2020 | $2,050,000 | +4.4% | 37,086 | -2.2% | 0.16% | -2.5% |
| Q2 2020 | $1,963,000 | +299.8% | 37,939 | +247.1% | 0.16% | +174.6% |
| Q1 2020 | $491,000 | -80.6% | 10,930 | -74.9% | 0.06% | -67.8% |
| Q4 2019 | $2,525,000 | – | 43,600 | – | 0.18% | – |
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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% |