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 2020 | $2,833,000 | -14.8% | 51,224 | -20.3% | 0.10% | -22.8% |
Q2 2020 | $3,327,000 | -59.1% | 64,297 | -64.4% | 0.12% | -64.9% |
Q1 2020 | $8,135,000 | +67.1% | 180,848 | +115.5% | 0.35% | +113.4% |
Q4 2019 | $4,869,000 | +13.8% | 83,909 | +7.5% | 0.16% | +7.9% |
Q3 2019 | $4,279,000 | +4.7% | 78,091 | +1.5% | 0.15% | +7.8% |
Q2 2019 | $4,085,000 | +1.0% | 76,967 | -0.7% | 0.14% | +1.4% |
Q1 2019 | $4,043,000 | +15.1% | 77,500 | +3.7% | 0.14% | 0.0% |
Q4 2018 | $3,512,000 | -15.3% | 74,738 | -4.4% | 0.14% | -2.1% |
Q3 2018 | $4,147,000 | +16.0% | 78,164 | +7.9% | 0.14% | +5.2% |
Q2 2018 | $3,576,000 | -5.4% | 72,456 | -5.8% | 0.14% | -7.5% |
Q1 2018 | $3,782,000 | +5.3% | 76,909 | +9.3% | 0.15% | +2.1% |
Q4 2017 | $3,591,000 | +17.1% | 70,358 | +7.5% | 0.14% | +8.3% |
Q3 2017 | $3,067,000 | +11.1% | 65,447 | +7.0% | 0.13% | +7.3% |
Q2 2017 | $2,760,000 | +21.3% | 61,138 | +19.9% | 0.12% | +4.2% |
Q1 2017 | $2,276,000 | +30.2% | 51,008 | +27.1% | 0.12% | +34.1% |
Q4 2016 | $1,748,000 | +32.7% | 40,130 | +28.9% | 0.09% | +25.7% |
Q3 2016 | $1,317,000 | +5.2% | 31,131 | +2.8% | 0.07% | 0.0% |
Q2 2016 | $1,252,000 | +3.6% | 30,273 | +0.3% | 0.07% | +4.5% |
Q1 2016 | $1,209,000 | -5.4% | 30,184 | -8.8% | 0.07% | +1.5% |
Q4 2015 | $1,278,000 | +14.9% | 33,111 | +7.2% | 0.07% | +8.2% |
Q3 2015 | $1,112,000 | +7.6% | 30,874 | +14.2% | 0.06% | +32.6% |
Q2 2015 | $1,033,000 | -2.9% | 27,029 | +0.1% | 0.05% | -34.3% |
Q1 2015 | $1,064,000 | +26.8% | 27,013 | +27.9% | 0.07% | +14.8% |
Q4 2014 | $839,000 | +6.2% | 21,128 | +3.6% | 0.06% | -3.2% |
Q3 2014 | $790,000 | +0.6% | 20,402 | -0.4% | 0.06% | +8.6% |
Q2 2014 | $785,000 | +1.3% | 20,475 | -2.3% | 0.06% | 0.0% |
Q1 2014 | $775,000 | +57.5% | 20,963 | +56.5% | 0.06% | +48.7% |
Q4 2013 | $492,000 | -72.4% | 13,393 | -74.8% | 0.04% | -62.5% |
Q3 2013 | $1,782,000 | +473.0% | 53,128 | +460.4% | 0.10% | +316.0% |
Q2 2013 | $311,000 | – | 9,480 | – | 0.02% | – |
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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% |