SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 523 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $629,000 | -9.1% | 8,777 | 0.0% | 0.19% | +42.9% |
| Q1 2022 | $692,000 | -2.4% | 8,777 | 0.0% | 0.13% | +1.5% |
| Q4 2021 | $709,000 | +8.7% | 8,777 | 0.0% | 0.13% | +17.0% |
| Q3 2021 | $652,000 | -1.8% | 8,777 | 0.0% | 0.11% | -4.3% |
| Q2 2021 | $664,000 | +0.8% | 8,777 | -2.8% | 0.12% | -12.0% |
| Q1 2021 | $659,000 | +13.2% | 9,034 | -0.5% | 0.13% | +3.9% |
| Q4 2020 | $582,000 | +16.2% | 9,080 | +0.1% | 0.13% | -5.2% |
| Q3 2020 | $501,000 | +7.3% | 9,067 | +0.4% | 0.14% | -10.6% |
| Q2 2020 | $467,000 | +15.0% | 9,027 | 0.0% | 0.15% | -6.2% |
| Q1 2020 | $406,000 | -22.4% | 9,027 | 0.0% | 0.16% | -8.0% |
| Q4 2019 | $523,000 | +5.9% | 9,027 | 0.0% | 0.18% | -4.9% |
| Q3 2019 | $494,000 | +3.1% | 9,027 | 0.0% | 0.18% | -0.5% |
| Q2 2019 | $479,000 | +1.5% | 9,027 | 0.0% | 0.18% | -7.0% |
| Q1 2019 | $472,000 | +11.3% | 9,027 | 0.0% | 0.20% | -2.0% |
| Q4 2018 | $424,000 | -11.3% | 9,027 | 0.0% | 0.20% | -2.9% |
| Q3 2018 | $478,000 | +7.4% | 9,027 | 0.0% | 0.21% | -2.3% |
| Q2 2018 | $445,000 | – | 9,027 | – | 0.21% | – |
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% |