SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $722,813 | -4.3% | 10,215 | -1.8% | 0.26% | -0.4% |
Q2 2023 | $755,538 | -1.0% | 10,404 | -0.2% | 0.26% | -7.9% |
Q1 2023 | $762,986 | +100557.8% | 10,429 | +3.9% | 0.28% | -4.1% |
Q4 2022 | $758 | -99.9% | 10,040 | 0.0% | 0.29% | +1.4% |
Q3 2022 | $667,000 | -9.5% | 10,040 | -2.4% | 0.29% | -5.0% |
Q2 2022 | $737,000 | +7.9% | 10,290 | +18.9% | 0.30% | +27.8% |
Q1 2022 | $683,000 | -2.3% | 8,653 | 0.0% | 0.24% | -4.0% |
Q4 2021 | $699,000 | +8.9% | 8,653 | 0.0% | 0.25% | -3.9% |
Q3 2021 | $642,000 | -1.8% | 8,653 | 0.0% | 0.26% | -13.8% |
Q2 2021 | $654,000 | -2.5% | 8,653 | -6.0% | 0.30% | -8.3% |
Q1 2021 | $671,000 | +9.8% | 9,203 | -3.4% | 0.32% | -13.6% |
Q4 2020 | $611,000 | +34.0% | 9,526 | +15.4% | 0.38% | +17.1% |
Q3 2020 | $456,000 | +20.0% | 8,254 | +12.3% | 0.32% | +13.4% |
Q2 2020 | $380,000 | +336.8% | 7,348 | +280.7% | 0.28% | +282.4% |
Q1 2020 | $87,000 | +13.0% | 1,930 | +45.7% | 0.07% | +39.6% |
Q4 2019 | $77,000 | +5.5% | 1,325 | 0.0% | 0.05% | +26.2% |
Q3 2019 | $73,000 | +4.3% | 1,325 | 0.0% | 0.04% | +7.7% |
Q2 2019 | $70,000 | +1.4% | 1,325 | 0.0% | 0.04% | -2.5% |
Q1 2019 | $69,000 | -11.5% | 1,325 | -20.4% | 0.04% | -16.7% |
Q4 2018 | $78,000 | +32.2% | 1,665 | +25.7% | 0.05% | +14.3% |
Q1 2017 | $59,000 | – | 1,325 | – | 0.04% | – |
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% |