SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $336,856 | -13.7% | 4,639 | -13.0% | 0.18% | -17.1% |
Q1 2023 | $390,131 | +9.6% | 5,333 | -0.4% | 0.22% | +4.3% |
Q3 2022 | $356,000 | -6.6% | 5,356 | +0.8% | 0.21% | 0.0% |
Q2 2022 | $381,000 | -8.4% | 5,312 | +0.8% | 0.21% | +5.1% |
Q1 2022 | $416,000 | -5.2% | 5,268 | -2.9% | 0.20% | -2.5% |
Q4 2021 | $439,000 | +9.8% | 5,426 | +0.7% | 0.20% | +3.0% |
Q3 2021 | $400,000 | -2.9% | 5,389 | +0.6% | 0.20% | 0.0% |
Q2 2021 | $412,000 | -2.1% | 5,355 | -7.3% | 0.20% | -7.9% |
Q1 2021 | $421,000 | +6.9% | 5,777 | -6.0% | 0.21% | -0.9% |
Q4 2020 | $394,000 | +14.2% | 6,146 | -1.6% | 0.22% | +1.9% |
Q3 2020 | $345,000 | +6.8% | 6,243 | -0.0% | 0.21% | +2.4% |
Q2 2020 | $323,000 | +16.2% | 6,245 | +1.1% | 0.21% | +1.5% |
Q1 2020 | $278,000 | -28.7% | 6,180 | -8.1% | 0.20% | -13.2% |
Q4 2019 | $390,000 | -65.9% | 6,727 | -67.8% | 0.24% | -68.2% |
Q3 2019 | $1,145,000 | +1.3% | 20,908 | -1.8% | 0.74% | -1.1% |
Q2 2019 | $1,130,000 | +5.4% | 21,301 | +3.9% | 0.75% | +3.5% |
Q1 2019 | $1,072,000 | +8.6% | 20,508 | -2.4% | 0.72% | -1.4% |
Q4 2018 | $987,000 | -7.8% | 21,012 | +4.0% | 0.73% | +12.6% |
Q3 2018 | $1,071,000 | +32.2% | 20,212 | +12.6% | 0.65% | +0.9% |
Q2 2018 | $810,000 | -8.4% | 17,954 | -0.4% | 0.64% | -1.8% |
Q1 2018 | $884,000 | -9.3% | 18,031 | -5.3% | 0.66% | -5.5% |
Q4 2017 | $975,000 | +11.4% | 19,045 | +1.9% | 0.70% | +4.2% |
Q3 2017 | $875,000 | +6.3% | 18,687 | +2.4% | 0.67% | +9.3% |
Q2 2017 | $823,000 | +4.7% | 18,249 | +3.5% | 0.61% | +3.0% |
Q1 2017 | $786,000 | +3.3% | 17,637 | +1.0% | 0.59% | +0.7% |
Q4 2016 | $761,000 | +8.7% | 17,464 | +5.6% | 0.59% | +12.6% |
Q3 2016 | $700,000 | +8.5% | 16,537 | +6.3% | 0.52% | +8.5% |
Q2 2016 | $645,000 | +61.7% | 15,561 | +53.8% | 0.48% | +49.8% |
Q1 2015 | $399,000 | +32.6% | 10,118 | +33.8% | 0.32% | +31.0% |
Q4 2014 | $301,000 | +25.9% | 7,561 | +22.1% | 0.24% | +25.0% |
Q3 2014 | $239,000 | – | 6,193 | – | 0.20% | – |
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% |