SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $2,781,000 | +15.9% | 53,752 | +0.7% | 1.33% | +0.6% |
Q1 2020 | $2,400,000 | -64.7% | 53,359 | -54.5% | 1.32% | +1.8% |
Q4 2019 | $6,794,000 | +144.8% | 117,326 | +131.6% | 1.30% | +14.1% |
Q3 2019 | $2,775,000 | +11.4% | 50,664 | +7.9% | 1.14% | +2.2% |
Q2 2019 | $2,490,000 | +3.5% | 46,937 | +2.0% | 1.11% | +0.8% |
Q1 2019 | $2,405,000 | -33.5% | 46,012 | -40.2% | 1.10% | +13.3% |
Q4 2018 | $3,614,000 | +17.7% | 76,980 | +32.8% | 0.97% | +27.7% |
Q3 2018 | $3,070,000 | +22.6% | 57,946 | +14.0% | 0.76% | +20.3% |
Q2 2018 | $2,504,000 | +952.1% | 50,818 | +946.3% | 0.63% | +411.3% |
Q1 2018 | $238,000 | – | 4,857 | – | 0.12% | – |
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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% |