SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,565,694 | -9.9% | 64,524 | -7.5% | 0.06% | -9.7% |
Q2 2023 | $5,067,418 | +218.3% | 69,780 | +231.1% | 0.07% | +148.3% |
Q1 2023 | $1,591,843 | 0.0% | 21,073 | 0.0% | 0.03% | 0.0% |
Q4 2022 | $1,591,843 | -31.4% | 21,073 | -39.7% | 0.03% | -38.3% |
Q3 2022 | $2,321,000 | -4.6% | 34,940 | +2.9% | 0.05% | -2.1% |
Q2 2022 | $2,433,000 | +7.7% | 33,971 | +18.6% | 0.05% | +6.7% |
Q1 2022 | $2,260,000 | +3.8% | 28,643 | +6.4% | 0.04% | +7.1% |
Q4 2021 | $2,177,000 | +10.1% | 26,927 | +1.1% | 0.04% | +2.4% |
Q3 2021 | $1,978,000 | -4.1% | 26,647 | -2.3% | 0.04% | -18.0% |
Q2 2021 | $2,062,000 | +247.7% | 27,272 | +235.2% | 0.05% | +72.4% |
Q1 2021 | $593,000 | +5.7% | 8,136 | -7.0% | 0.03% | 0.0% |
Q4 2020 | $561,000 | +167.1% | 8,749 | +115.8% | 0.03% | +45.0% |
Q2 2020 | $210,000 | -20.8% | 4,054 | -31.3% | 0.02% | -23.1% |
Q1 2020 | $265,000 | +18.3% | 5,902 | +52.3% | 0.03% | +23.8% |
Q4 2019 | $224,000 | +1.4% | 3,874 | -30.1% | 0.02% | -75.3% |
Q4 2014 | $221,000 | – | 5,546 | – | 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% |