SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,745,448 | -3.2% | 24,667 | -0.7% | 0.21% | 0.0% |
Q2 2023 | $1,803,192 | -2.1% | 24,831 | -1.4% | 0.21% | -7.8% |
Q1 2023 | $1,841,727 | -2.3% | 25,174 | +0.9% | 0.23% | -3.8% |
Q4 2022 | $1,884,366 | +31.1% | 24,945 | +15.3% | 0.24% | +20.7% |
Q3 2022 | $1,437,000 | -8.1% | 21,632 | -0.8% | 0.20% | -2.5% |
Q2 2022 | $1,563,000 | -7.9% | 21,815 | +1.4% | 0.20% | +3.6% |
Q1 2022 | $1,697,000 | -7.1% | 21,510 | -4.8% | 0.20% | -7.5% |
Q4 2021 | $1,826,000 | +6.8% | 22,592 | -1.9% | 0.21% | -5.8% |
Q3 2021 | $1,710,000 | +12.0% | 23,036 | +14.1% | 0.22% | +6.1% |
Q2 2021 | $1,527,000 | +1.7% | 20,192 | -1.9% | 0.21% | -7.0% |
Q1 2021 | $1,501,000 | +3.3% | 20,587 | -9.1% | 0.23% | -7.3% |
Q4 2020 | $1,453,000 | +1.5% | 22,660 | -12.4% | 0.25% | -11.8% |
Q3 2020 | $1,431,000 | +5.9% | 25,875 | -0.9% | 0.28% | -4.1% |
Q2 2020 | $1,351,000 | +4.5% | 26,115 | -9.2% | 0.29% | -14.2% |
Q1 2020 | $1,293,000 | -24.3% | 28,751 | -2.6% | 0.34% | -5.6% |
Q4 2019 | $1,709,000 | +6.3% | 29,510 | +0.5% | 0.36% | -4.5% |
Q3 2019 | $1,608,000 | +7.6% | 29,353 | +4.2% | 0.38% | +3.3% |
Q2 2019 | $1,495,000 | +5.9% | 28,164 | +4.3% | 0.36% | +0.8% |
Q1 2019 | $1,412,000 | +21.2% | 26,999 | +12.0% | 0.36% | +8.7% |
Q4 2018 | $1,165,000 | -47.0% | 24,096 | -43.9% | 0.33% | +10.7% |
Q3 2018 | $2,199,000 | +112.1% | 42,953 | +104.2% | 0.30% | +2.7% |
Q2 2018 | $1,037,000 | +15.1% | 21,032 | +14.4% | 0.29% | +9.4% |
Q1 2018 | $901,000 | -0.2% | 18,382 | +4.2% | 0.27% | 0.0% |
Q4 2017 | $903,000 | +12.6% | 17,642 | +3.0% | 0.27% | -0.4% |
Q3 2017 | $802,000 | +9.7% | 17,127 | +5.6% | 0.27% | +3.5% |
Q2 2017 | $731,000 | +8.1% | 16,212 | +6.9% | 0.26% | +6.6% |
Q1 2017 | $676,000 | +62.9% | 15,168 | +59.3% | 0.24% | +50.0% |
Q4 2016 | $415,000 | +5.9% | 9,520 | +2.7% | 0.16% | +5.9% |
Q3 2016 | $392,000 | +13.3% | 9,270 | +11.0% | 0.15% | +7.7% |
Q2 2016 | $346,000 | +7.1% | 8,355 | +3.6% | 0.14% | +5.2% |
Q1 2016 | $323,000 | +26.2% | 8,065 | +21.6% | 0.14% | +8.9% |
Q4 2015 | $256,000 | +10.8% | 6,630 | +3.1% | 0.12% | +4.2% |
Q3 2015 | $231,000 | – | 6,430 | – | 0.12% | – |
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% |