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 | $1,120,304 | -15.2% | 16,173 | -8.8% | 0.27% | -10.5% |
| Q2 2023 | $1,321,829 | +143.6% | 17,726 | +128.3% | 0.30% | +148.0% |
| Q1 2023 | $542,712 | +1295.0% | 7,763 | +1407.4% | 0.12% | +1437.5% |
| Q4 2022 | $38,903 | +14.4% | 515 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $34,000 | -20.9% | 515 | -13.0% | 0.01% | -20.0% |
| Q2 2022 | $43,000 | -8.5% | 592 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $47,000 | -2.1% | 592 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $48,000 | -82.4% | 592 | -83.8% | 0.01% | -83.0% |
| Q3 2021 | $272,000 | -9.9% | 3,663 | -8.2% | 0.05% | -11.7% |
| Q2 2021 | $302,000 | +2920.0% | 3,990 | +2770.5% | 0.06% | +2900.0% |
| Q1 2021 | $10,000 | +25.0% | 139 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 139 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | -65.0% | 139 | -68.3% | 0.00% | -66.7% |
| Q1 2020 | $20,000 | -20.0% | 439 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $25,000 | – | 439 | – | 0.01% | – |
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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% |