SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $266,483 | -2.3% | 3,766 | +0.3% | 0.15% | +2.0% |
Q2 2023 | $272,761 | +4.6% | 3,756 | +5.3% | 0.15% | 0.0% |
Q1 2023 | $260,889 | -12.4% | 3,566 | -9.5% | 0.15% | -2.6% |
Q4 2022 | $297,703 | +16.3% | 3,941 | +2.2% | 0.15% | -0.6% |
Q3 2022 | $256,000 | -7.9% | 3,857 | -0.8% | 0.16% | +7.6% |
Q2 2022 | $278,000 | -7.6% | 3,887 | +1.9% | 0.14% | -5.3% |
Q1 2022 | $301,000 | -72.8% | 3,814 | -72.2% | 0.15% | -70.2% |
Q4 2021 | $1,107,000 | +8.5% | 13,701 | -0.3% | 0.51% | -7.1% |
Q3 2021 | $1,020,000 | -29.3% | 13,741 | -28.0% | 0.55% | -31.8% |
Q2 2021 | $1,443,000 | +2.1% | 19,082 | -1.6% | 0.80% | -5.8% |
Q1 2021 | $1,414,000 | +98.0% | 19,390 | +74.1% | 0.86% | +83.9% |
Q4 2020 | $714,000 | +233.6% | 11,138 | +166.3% | 0.46% | +161.2% |
Q4 2017 | $214,000 | +1.9% | 4,183 | -6.8% | 0.18% | -3.3% |
Q3 2017 | $210,000 | +4.0% | 4,488 | 0.0% | 0.18% | +2.2% |
Q2 2017 | $202,000 | +1.0% | 4,488 | 0.0% | 0.18% | +1.1% |
Q1 2017 | $200,000 | – | 4,488 | – | 0.18% | – |
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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% |