SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $852 | -2.2% | 12,036 | +0.4% | 0.23% | +2.2% |
Q2 2023 | $871 | -99.9% | 11,994 | -12.2% | 0.23% | -13.4% |
Q1 2023 | $998,834 | +96968.4% | 13,653 | +0.3% | 0.26% | -4.0% |
Q4 2022 | $1,029 | -99.9% | 13,616 | +0.3% | 0.27% | +10.1% |
Q3 2022 | $902,000 | -7.0% | 13,576 | +0.3% | 0.25% | -10.5% |
Q2 2022 | $970,000 | -7.5% | 13,536 | +1.8% | 0.28% | +2.2% |
Q1 2022 | $1,049,000 | -2.1% | 13,294 | +0.2% | 0.27% | +9.3% |
Q4 2021 | $1,072,000 | +9.2% | 13,267 | +0.3% | 0.25% | -2.7% |
Q3 2021 | $982,000 | -1.6% | 13,233 | +0.2% | 0.26% | +0.4% |
Q2 2021 | $998,000 | +4.0% | 13,200 | +0.2% | 0.25% | -5.2% |
Q1 2021 | $960,000 | +13.9% | 13,170 | +0.2% | 0.27% | +5.1% |
Q4 2020 | $843,000 | +16.3% | 13,142 | +0.3% | 0.26% | -1.9% |
Q3 2020 | $725,000 | +16.2% | 13,103 | +8.6% | 0.26% | -6.1% |
Q2 2020 | $624,000 | +17.7% | 12,064 | +2.4% | 0.28% | +1.8% |
Q1 2020 | $530,000 | -3.6% | 11,779 | +24.1% | 0.27% | +5.8% |
Q4 2019 | $550,000 | +103.7% | 9,490 | +92.8% | 0.26% | +59.6% |
Q3 2019 | $270,000 | +30.4% | 4,923 | +26.5% | 0.16% | +25.8% |
Q2 2019 | $207,000 | +1.5% | 3,893 | 0.0% | 0.13% | -2.3% |
Q1 2019 | $204,000 | +1.0% | 3,893 | +2.2% | 0.13% | +21.3% |
Q3 2018 | $202,000 | – | 3,808 | – | 0.11% | – |
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% |