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 | $1,373,604 | -13.8% | 19,412 | -11.5% | 0.04% | -12.2% |
| Q2 2023 | $1,593,656 | +3.6% | 21,945 | +4.4% | 0.04% | -2.4% |
| Q1 2023 | $1,538,293 | +2.3% | 21,026 | +5.6% | 0.04% | -10.6% |
| Q4 2022 | $1,504,148 | +10.8% | 19,912 | -2.6% | 0.05% | +11.9% |
| Q3 2022 | $1,358,000 | -7.1% | 20,436 | +0.1% | 0.04% | -2.3% |
| Q2 2022 | $1,462,000 | -10.1% | 20,409 | -1.1% | 0.04% | +2.4% |
| Q1 2022 | $1,627,000 | +32.4% | 20,627 | +35.7% | 0.04% | +35.5% |
| Q4 2021 | $1,229,000 | +71.6% | 15,206 | +57.7% | 0.03% | +55.0% |
| Q3 2021 | $716,000 | +13.7% | 9,642 | +15.6% | 0.02% | +11.1% |
| Q2 2021 | $630,000 | +22.8% | 8,338 | +18.6% | 0.02% | +5.9% |
| Q1 2021 | $513,000 | +55.9% | 7,029 | +18.1% | 0.02% | +21.4% |
| Q4 2020 | $329,000 | 0.0% | 5,951 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $329,000 | +19.2% | 5,951 | +11.6% | 0.01% | +7.7% |
| Q2 2020 | $276,000 | +12.7% | 5,334 | -2.1% | 0.01% | 0.0% |
| Q1 2020 | $245,000 | -16.4% | 5,449 | +7.8% | 0.01% | 0.0% |
| Q4 2019 | $293,000 | +12.7% | 5,057 | +6.8% | 0.01% | 0.0% |
| Q3 2019 | $260,000 | +8.3% | 4,737 | +4.6% | 0.01% | +8.3% |
| Q2 2019 | $240,000 | +71.4% | 4,528 | +68.6% | 0.01% | +33.3% |
| Q1 2019 | $140,000 | +204.3% | 2,685 | +174.0% | 0.01% | +200.0% |
| Q4 2018 | $46,000 | -45.2% | 980 | -38.1% | 0.00% | -25.0% |
| Q3 2018 | $84,000 | +75.0% | 1,584 | +63.6% | 0.00% | +33.3% |
| Q2 2018 | $48,000 | +2.1% | 968 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $47,000 | +6.8% | 968 | +12.2% | 0.00% | 0.0% |
| Q4 2017 | $44,000 | +388.9% | 863 | +331.5% | 0.00% | +200.0% |
| Q2 2017 | $9,000 | -59.1% | 200 | -60.0% | 0.00% | -50.0% |
| Q1 2017 | $22,000 | -4.3% | 500 | -5.7% | 0.00% | 0.0% |
| Q4 2016 | $23,000 | – | 530 | – | 0.00% | – |
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% |