SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,923,676 | +10.4% | 55,450 | +13.4% | 0.36% | +16.3% |
Q2 2023 | $3,552,468 | +7.8% | 48,919 | +8.6% | 0.31% | +1.6% |
Q1 2023 | $3,295,750 | +3.7% | 45,049 | +7.1% | 0.31% | -2.5% |
Q4 2022 | $3,177,530 | +15.3% | 42,064 | +1.4% | 0.32% | +4.6% |
Q3 2022 | $2,756,000 | -4.5% | 41,491 | +3.0% | 0.30% | +0.7% |
Q2 2022 | $2,885,000 | -8.4% | 40,274 | +0.9% | 0.30% | +11.1% |
Q1 2022 | $3,148,000 | +0.8% | 39,901 | +3.3% | 0.27% | +3.8% |
Q4 2021 | $3,122,000 | +24.9% | 38,621 | +14.7% | 0.26% | +9.7% |
Q3 2021 | $2,500,000 | -0.8% | 33,671 | +1.1% | 0.24% | +20.9% |
Q2 2021 | $2,520,000 | +7.3% | 33,318 | +3.4% | 0.20% | -18.0% |
Q1 2021 | $2,349,000 | +45.1% | 32,218 | +27.6% | 0.24% | +27.8% |
Q4 2020 | $1,619,000 | +20.6% | 25,246 | +4.0% | 0.19% | -5.1% |
Q3 2020 | $1,342,000 | +11.0% | 24,265 | +3.9% | 0.20% | -2.5% |
Q2 2020 | $1,209,000 | +24.3% | 23,363 | +8.0% | 0.20% | +4.1% |
Q1 2020 | $973,000 | -23.0% | 21,635 | -0.8% | 0.19% | -3.5% |
Q4 2019 | $1,263,000 | +9.2% | 21,809 | +3.2% | 0.20% | +2.0% |
Q3 2019 | $1,157,000 | +9.6% | 21,125 | +6.2% | 0.20% | +7.7% |
Q2 2019 | $1,056,000 | +7.8% | 19,895 | +6.2% | 0.18% | +5.8% |
Q1 2019 | $980,000 | +16.1% | 18,737 | +4.3% | 0.17% | 0.0% |
Q4 2018 | $844,000 | -4.2% | 17,960 | +8.1% | 0.17% | +4.2% |
Q3 2018 | $881,000 | +6.8% | 16,618 | -0.8% | 0.17% | 0.0% |
Q2 2018 | $825,000 | 0.0% | 16,746 | -0.4% | 0.17% | -0.6% |
Q1 2018 | $825,000 | +8.4% | 16,817 | +13.0% | 0.17% | +11.3% |
Q4 2017 | $761,000 | – | 14,879 | – | 0.15% | – |
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% |