SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,155,075 | +11.4% | 383,763 | +14.3% | 1.25% | +14.4% |
| Q2 2023 | $24,374,194 | +14.8% | 335,640 | +15.6% | 1.09% | +19.4% |
| Q1 2023 | $21,234,042 | +24.4% | 290,241 | +28.5% | 0.91% | +12.0% |
| Q4 2022 | $17,066,922 | +24.9% | 225,932 | +9.8% | 0.82% | +4.6% |
| Q3 2022 | $13,663,000 | +86.2% | 205,681 | +100.8% | 0.78% | +75.5% |
| Q2 2022 | $7,336,000 | +19727.0% | 102,413 | +20099.8% | 0.44% | +14700.0% |
| Q1 2021 | $37,000 | +19.4% | 507 | -27.2% | 0.00% | -40.0% |
| Q1 2020 | $31,000 | +416.7% | 696 | +589.1% | 0.01% | +400.0% |
| Q4 2019 | $6,000 | – | 101 | +27.8% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 79 | +1.3% | 0.00% | -100.0% |
| Q4 2017 | $4,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | – | 78 | – | 0.00% | – |
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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% |