SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 433 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,658,645 | +52.6% | 65,837 | +56.6% | 0.39% | +53.6% |
| Q2 2023 | $3,053,593 | -11.7% | 42,049 | -11.0% | 0.25% | -22.7% |
| Q1 2023 | $3,456,580 | +20.4% | 47,247 | +24.3% | 0.33% | +10.9% |
| Q4 2022 | $2,871,405 | +86.8% | 38,012 | +64.3% | 0.29% | +65.2% |
| Q3 2022 | $1,537,000 | -6.3% | 23,140 | +1.0% | 0.18% | -3.3% |
| Q2 2022 | $1,641,000 | -4.9% | 22,903 | +4.7% | 0.18% | +10.8% |
| Q1 2022 | $1,726,000 | -82.3% | 21,879 | -81.9% | 0.17% | -82.0% |
| Q4 2021 | $9,766,000 | +486.5% | 120,825 | +448.8% | 0.92% | +416.2% |
| Q3 2021 | $1,665,000 | 0.0% | 22,016 | 0.0% | 0.18% | 0.0% |
| Q2 2021 | $1,665,000 | +229.7% | 22,016 | +217.6% | 0.18% | +214.0% |
| Q1 2021 | $505,000 | +28.5% | 6,931 | +13.1% | 0.06% | +16.3% |
| Q4 2020 | $393,000 | +28.0% | 6,126 | +10.0% | 0.05% | +19.5% |
| Q3 2020 | $307,000 | +1.3% | 5,568 | -5.0% | 0.04% | -6.8% |
| Q2 2020 | $303,000 | -20.7% | 5,859 | -31.1% | 0.04% | -42.1% |
| Q1 2020 | $382,000 | -71.0% | 8,498 | -62.6% | 0.08% | -67.0% |
| Q4 2019 | $1,315,000 | +4.5% | 22,706 | -1.2% | 0.23% | -6.9% |
| Q3 2019 | $1,258,000 | +33.4% | 22,971 | +29.2% | 0.25% | +26.0% |
| Q2 2019 | $943,000 | +9.9% | 17,785 | +8.3% | 0.20% | +11.4% |
| Q1 2019 | $858,000 | +344.6% | 16,422 | +299.4% | 0.18% | +274.5% |
| Q4 2018 | $193,000 | +348.8% | 4,112 | +414.0% | 0.05% | +487.5% |
| Q3 2018 | $43,000 | +10.3% | 800 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $39,000 | – | 800 | – | 0.01% | – |
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% |