SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 433 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,284,262 | +0.0% | 329,059 | +2.7% | 5.56% | +0.8% |
| Q2 2023 | $23,278,843 | -0.1% | 320,556 | +0.6% | 5.51% | -3.7% |
| Q1 2023 | $23,308,257 | +92.9% | 318,592 | +99.2% | 5.72% | +38.5% |
| Q4 2022 | $12,081,599 | +410.8% | 159,936 | +349.2% | 4.13% | +416.9% |
| Q3 2022 | $2,365,000 | +96.8% | 35,602 | +112.1% | 0.80% | +98.8% |
| Q2 2022 | $1,202,000 | -1.6% | 16,784 | +8.3% | 0.40% | +18.6% |
| Q1 2022 | $1,222,000 | +18.9% | 15,491 | +21.7% | 0.34% | +17.3% |
| Q4 2021 | $1,028,000 | +13.1% | 12,726 | +3.9% | 0.29% | +5.5% |
| Q3 2021 | $909,000 | -3.3% | 12,246 | -1.6% | 0.27% | -2.1% |
| Q2 2021 | $940,000 | +3.0% | 12,441 | -0.6% | 0.28% | -2.1% |
| Q1 2021 | $913,000 | +14.3% | 12,521 | +0.4% | 0.29% | +10.0% |
| Q4 2020 | $799,000 | +16.5% | 12,467 | +0.5% | 0.26% | +2.4% |
| Q3 2020 | $686,000 | +13.8% | 12,410 | +6.5% | 0.25% | +15.5% |
| Q2 2020 | $603,000 | +29.4% | 11,658 | +12.4% | 0.22% | +20.2% |
| Q1 2020 | $466,000 | +253.0% | 10,372 | +352.9% | 0.18% | +315.9% |
| Q4 2019 | $132,000 | +6.5% | 2,290 | +0.8% | 0.04% | 0.0% |
| Q3 2019 | $124,000 | +15.9% | 2,272 | +11.8% | 0.04% | +12.8% |
| Q2 2019 | $107,000 | +3466.7% | 2,032 | +2802.9% | 0.04% | +3800.0% |
| Q1 2019 | $3,000 | -89.7% | 70 | -89.0% | 0.00% | -91.7% |
| Q4 2018 | $29,000 | +16.0% | 634 | +33.2% | 0.01% | +20.0% |
| Q3 2018 | $25,000 | -28.6% | 476 | -33.1% | 0.01% | -28.6% |
| Q2 2018 | $35,000 | -87.0% | 711 | -87.1% | 0.01% | -87.5% |
| Q1 2018 | $270,000 | +42.9% | 5,512 | +49.2% | 0.11% | +36.6% |
| Q4 2017 | $189,000 | +759.1% | 3,694 | +657.0% | 0.08% | +720.0% |
| Q3 2017 | $22,000 | – | 488 | – | 0.01% | – |
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% |