SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,973,111 | +692.8% | 140,744 | +721.0% | 0.68% | +676.1% |
| Q2 2023 | $1,257,890 | +8.6% | 17,142 | +8.2% | 0.09% | +2.3% |
| Q1 2023 | $1,158,635 | +3.9% | 15,837 | -1.8% | 0.09% | -3.4% |
| Q4 2022 | $1,115,121 | +26.4% | 16,133 | +21.5% | 0.09% | -22.6% |
| Q3 2022 | $882,000 | -0.1% | 13,274 | +7.6% | 0.12% | +18.6% |
| Q2 2022 | $883,000 | -5.5% | 12,332 | +4.2% | 0.10% | -2.0% |
| Q1 2022 | $934,000 | +498.7% | 11,833 | +512.2% | 0.10% | +482.4% |
| Q4 2021 | $156,000 | -66.0% | 1,933 | -68.7% | 0.02% | -66.7% |
| Q3 2021 | $459,000 | -6.1% | 6,183 | -4.3% | 0.05% | -5.6% |
| Q2 2021 | $489,000 | +5.2% | 6,462 | +1.3% | 0.05% | -21.7% |
| Q1 2021 | $465,000 | +13.4% | 6,377 | -0.2% | 0.07% | -5.5% |
| Q4 2020 | $410,000 | +28.1% | 6,391 | +10.5% | 0.07% | +9.0% |
| Q3 2020 | $320,000 | -3.3% | 5,786 | 0.0% | 0.07% | -5.6% |
| Q2 2020 | $331,000 | +114.9% | 5,786 | +83.4% | 0.07% | +73.2% |
| Q1 2020 | $154,000 | +73.0% | 3,154 | +110.0% | 0.04% | +95.2% |
| Q4 2019 | $89,000 | – | 1,502 | – | 0.02% | – |
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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% |