SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 409 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,383,244 | -6.8% | 19,548 | -4.3% | 0.25% | -0.4% |
Q2 2023 | $1,483,634 | +3.4% | 20,430 | +4.2% | 0.25% | -8.8% |
Q1 2023 | $1,434,228 | +57.5% | 19,604 | +62.6% | 0.27% | +43.5% |
Q4 2022 | $910,501 | +60.0% | 12,053 | +40.8% | 0.19% | +49.2% |
Q3 2022 | $569,000 | -9.5% | 8,562 | -2.5% | 0.13% | +3.2% |
Q2 2022 | $629,000 | -16.0% | 8,782 | -7.5% | 0.12% | +2.5% |
Q1 2022 | $749,000 | -1.2% | 9,489 | +1.1% | 0.12% | -1.6% |
Q4 2021 | $758,000 | +57.9% | 9,382 | +45.2% | 0.12% | +46.4% |
Q3 2021 | $480,000 | -0.4% | 6,462 | +1.4% | 0.08% | -1.2% |
Q2 2021 | $482,000 | +26.5% | 6,371 | +21.9% | 0.08% | +18.1% |
Q1 2021 | $381,000 | +21.3% | 5,227 | +6.7% | 0.07% | +16.1% |
Q4 2020 | $314,000 | +25.1% | 4,901 | +8.0% | 0.06% | +8.8% |
Q3 2020 | $251,000 | +24.3% | 4,538 | +16.4% | 0.06% | +16.3% |
Q2 2020 | $202,000 | +6.3% | 3,897 | +19.0% | 0.05% | +14.0% |
Q4 2019 | $190,000 | -46.0% | 3,276 | -52.5% | 0.04% | -46.9% |
Q4 2017 | $352,000 | – | 6,893 | – | 0.08% | – |
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% |