SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $3,180,000 | -7.3% | 47,866 | +0.0% | 0.69% | -14.4% |
Q2 2022 | $3,429,000 | -9.2% | 47,865 | +0.0% | 0.81% | +34.7% |
Q1 2022 | $3,776,000 | -2.4% | 47,864 | +0.0% | 0.60% | +7.7% |
Q4 2021 | $3,869,000 | -14.2% | 47,863 | -21.2% | 0.56% | -21.7% |
Q3 2021 | $4,507,000 | -1.2% | 60,713 | +0.6% | 0.71% | -11.5% |
Q2 2021 | $4,563,000 | +3.7% | 60,344 | 0.0% | 0.80% | -8.6% |
Q1 2021 | $4,400,000 | +13.7% | 60,344 | 0.0% | 0.88% | +8.3% |
Q4 2020 | $3,870,000 | +15.4% | 60,344 | -0.5% | 0.81% | +3.1% |
Q3 2020 | $3,355,000 | +6.8% | 60,674 | 0.0% | 0.79% | -1.4% |
Q2 2020 | $3,140,000 | +15.1% | 60,674 | 0.0% | 0.80% | -13.2% |
Q1 2020 | $2,729,000 | +346.6% | 60,674 | +474.8% | 0.92% | +264.3% |
Q4 2019 | $611,000 | -85.2% | 10,555 | -86.0% | 0.25% | -82.1% |
Q3 2019 | $4,132,000 | -9.4% | 75,420 | -12.3% | 1.41% | +11.0% |
Q2 2019 | $4,563,000 | +1.8% | 85,985 | +0.3% | 1.27% | -5.5% |
Q1 2019 | $4,483,000 | +6.4% | 85,755 | -4.4% | 1.34% | -9.0% |
Q4 2018 | $4,213,000 | -12.0% | 89,685 | -0.7% | 1.47% | -2.7% |
Q3 2018 | $4,786,000 | -9.5% | 90,300 | -15.8% | 1.51% | -17.7% |
Q2 2018 | $5,288,000 | -66.6% | 107,273 | -66.8% | 1.84% | -67.9% |
Q1 2018 | $15,838,000 | -32.1% | 323,031 | -29.2% | 5.74% | -28.9% |
Q4 2017 | $23,333,000 | +11.3% | 455,981 | +1.8% | 8.07% | +18.4% |
Q3 2017 | $20,960,000 | -14.1% | 447,870 | -17.2% | 6.81% | -25.9% |
Q2 2017 | $24,390,000 | -5.3% | 540,805 | -6.4% | 9.20% | -3.0% |
Q1 2017 | $25,767,000 | +2.5% | 577,985 | +0.2% | 9.48% | +3.3% |
Q4 2016 | $25,136,000 | +8.4% | 576,915 | +5.2% | 9.18% | -1.9% |
Q3 2016 | $23,192,000 | +2.8% | 548,145 | +0.7% | 9.35% | +0.3% |
Q2 2016 | $22,564,000 | +5.7% | 544,495 | +2.2% | 9.33% | +13.4% |
Q1 2016 | $21,354,000 | – | 532,645 | – | 8.23% | – |
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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% |