SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 520 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $939,808 | +13.0% | 13,281 | +16.0% | 0.05% | +11.6% |
| Q2 2023 | $831,560 | -5.4% | 11,450 | -4.7% | 0.04% | -23.2% |
| Q1 2023 | $878,912 | +52.9% | 12,014 | +57.9% | 0.06% | +36.6% |
| Q4 2022 | $574,701 | +49.7% | 7,607 | +31.7% | 0.04% | +41.4% |
| Q3 2022 | $384,000 | -20.0% | 5,777 | -13.8% | 0.03% | -19.4% |
| Q2 2022 | $480,000 | -27.8% | 6,705 | -20.4% | 0.04% | -16.3% |
| Q1 2022 | $665,000 | +20.3% | 8,425 | +23.1% | 0.04% | +34.4% |
| Q4 2021 | $553,000 | -96.8% | 6,843 | +1800.8% | 0.03% | +540.0% |
| Q1 2020 | $17,514,000 | -16.7% | 360 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $21,031,000 | +51.7% | 360 | +38.5% | 0.01% | +25.0% |
| Q3 2019 | $13,866,000 | +1.8% | 260 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $13,621,000 | – | 260 | – | 0.01% | – |
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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% |