SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,684,383 | +116.4% | 66,201 | +122.1% | 0.00% | +100.0% |
Q2 2023 | $2,164,439 | -78.0% | 29,805 | -77.9% | 0.00% | -75.0% |
Q1 2023 | $9,856,627 | -70.2% | 134,727 | -69.3% | 0.00% | -73.3% |
Q4 2022 | $33,114,999 | +259.2% | 438,377 | +215.9% | 0.02% | +275.0% |
Q3 2022 | $9,219,000 | -35.7% | 138,778 | -23.6% | 0.00% | -20.0% |
Q1 2022 | $14,337,000 | +106.6% | 181,733 | +94.5% | 0.01% | +150.0% |
Q3 2021 | $6,938,000 | +1652.0% | 93,459 | +1686.3% | 0.00% | – |
Q2 2021 | $396,000 | -43.3% | 5,232 | -58.6% | 0.00% | – |
Q3 2020 | $699,000 | -13.6% | 12,638 | -19.1% | 0.00% | -100.0% |
Q2 2020 | $809,000 | -87.9% | 15,624 | -86.5% | 0.00% | -88.9% |
Q4 2019 | $6,710,000 | +12.8% | 115,850 | +6.7% | 0.01% | -10.0% |
Q3 2019 | $5,950,000 | +721.8% | 108,616 | +696.3% | 0.01% | +900.0% |
Q2 2019 | $724,000 | -92.2% | 13,640 | -92.3% | 0.00% | -93.3% |
Q1 2019 | $9,254,000 | +10.9% | 177,001 | -0.4% | 0.02% | -16.7% |
Q4 2018 | $8,347,000 | -23.1% | 177,709 | -13.2% | 0.02% | -14.3% |
Q3 2018 | $10,852,000 | +638.7% | 204,753 | +587.1% | 0.02% | +600.0% |
Q2 2018 | $1,469,000 | +62.1% | 29,801 | +61.3% | 0.00% | +50.0% |
Q1 2018 | $906,000 | -38.8% | 18,473 | -36.1% | 0.00% | -50.0% |
Q4 2017 | $1,480,000 | -53.2% | 28,929 | -57.2% | 0.00% | -60.0% |
Q3 2017 | $3,164,000 | -43.5% | 67,611 | -45.5% | 0.01% | -50.0% |
Q2 2017 | $5,599,000 | -71.0% | 124,142 | -71.4% | 0.02% | -76.7% |
Q1 2017 | $19,319,000 | +8681.4% | 433,347 | +8499.9% | 0.09% | +8500.0% |
Q4 2016 | $220,000 | -61.8% | 5,039 | -63.0% | 0.00% | -66.7% |
Q3 2016 | $576,000 | -95.5% | 13,617 | -95.6% | 0.00% | -95.2% |
Q2 2016 | $12,801,000 | +1522.4% | 308,894 | +1468.9% | 0.06% | +1475.0% |
Q1 2016 | $789,000 | -65.6% | 19,688 | -66.9% | 0.00% | -71.4% |
Q4 2015 | $2,291,000 | -58.4% | 59,407 | -58.7% | 0.01% | -61.1% |
Q2 2015 | $5,511,000 | +2371.3% | 143,921 | +2444.6% | 0.04% | +1700.0% |
Q1 2015 | $223,000 | -92.9% | 5,656 | -93.0% | 0.00% | -93.8% |
Q3 2014 | $3,120,000 | +1337.8% | 80,904 | +1329.7% | 0.03% | +966.7% |
Q2 2014 | $217,000 | -15.9% | 5,659 | -19.1% | 0.00% | 0.0% |
Q1 2014 | $258,000 | – | 6,993 | – | 0.00% | – |
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% |