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 2023 | $1,746,801 | -3.0% | 24,054 | -2.3% | 3.75% | +3.9% |
| Q1 2023 | $1,800,760 | -21.7% | 24,614 | -19.1% | 3.61% | -30.3% |
| Q4 2022 | $2,299,589 | +6.0% | 30,442 | -2.2% | 5.18% | -3.2% |
| Q3 2022 | $2,170,000 | -2.6% | 31,132 | +1.3% | 5.36% | +79.0% |
| Q2 2022 | $2,228,000 | +11.8% | 30,745 | +20.2% | 2.99% | +119.6% |
| Q1 2022 | $1,992,000 | +14.7% | 25,571 | +15.7% | 1.36% | +190.0% |
| Q4 2021 | $1,737,000 | +2.0% | 22,106 | +2.0% | 0.47% | -2.5% |
| Q3 2021 | $1,703,000 | +3.0% | 21,673 | +0.2% | 0.48% | -28.2% |
| Q2 2021 | $1,654,000 | -1.8% | 21,629 | -1.6% | 0.67% | +28.1% |
| Q1 2021 | $1,685,000 | +13.0% | 21,973 | -5.5% | 0.52% | -17.7% |
| Q4 2020 | $1,491,000 | -22.7% | 23,254 | -26.2% | 0.64% | -25.9% |
| Q3 2020 | $1,928,000 | -41.8% | 31,508 | -43.8% | 0.86% | -28.8% |
| Q4 2019 | $3,314,000 | +13.5% | 56,069 | +8.7% | 1.21% | +3.8% |
| Q3 2019 | $2,919,000 | +6.2% | 51,582 | +0.5% | 1.16% | -6.8% |
| Q2 2019 | $2,748,000 | +162.5% | 51,336 | +170.6% | 1.25% | +144.9% |
| Q4 2018 | $1,047,000 | +7.1% | 18,972 | 0.0% | 0.51% | +15.1% |
| Q2 2018 | $978,000 | -42.4% | 18,972 | -45.1% | 0.44% | -11.8% |
| Q1 2018 | $1,698,000 | +23.9% | 34,562 | +26.5% | 0.50% | -22.0% |
| Q4 2017 | $1,370,000 | – | 27,314 | – | 0.64% | – |
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% |