SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,674,142 | +14.1% | 51,924 | +17.1% | 1.23% | +16.9% |
| Q2 2023 | $3,218,954 | +1.4% | 44,326 | +2.2% | 1.05% | -7.2% |
| Q1 2023 | $3,173,315 | +6.2% | 43,375 | +9.6% | 1.13% | -4.0% |
| Q4 2022 | $2,989,000 | +14.5% | 39,572 | +0.7% | 1.18% | +8.6% |
| Q3 2022 | $2,610,000 | -7.2% | 39,290 | +0.1% | 1.09% | -7.7% |
| Q2 2022 | $2,812,000 | -17.3% | 39,256 | -9.0% | 1.18% | +3.8% |
| Q1 2022 | $3,402,000 | -7.4% | 43,122 | -5.1% | 1.13% | +0.4% |
| Q4 2021 | $3,674,000 | +7.2% | 45,456 | -1.6% | 1.13% | -0.6% |
| Q3 2021 | $3,428,000 | -1.4% | 46,175 | +0.5% | 1.14% | -6.0% |
| Q2 2021 | $3,475,000 | -1.1% | 45,955 | -4.7% | 1.21% | -8.8% |
| Q1 2021 | $3,515,000 | +11.6% | 48,202 | -1.9% | 1.32% | +6.4% |
| Q4 2020 | $3,151,000 | +21.1% | 49,128 | +4.4% | 1.24% | +8.5% |
| Q3 2020 | $2,603,000 | +8.6% | 47,079 | +1.7% | 1.15% | -2.3% |
| Q2 2020 | $2,396,000 | +13.2% | 46,301 | -1.6% | 1.17% | -13.9% |
| Q1 2020 | $2,116,000 | +9.1% | 47,049 | +40.5% | 1.36% | +28.4% |
| Q4 2019 | $1,939,000 | +9.2% | 33,483 | +3.3% | 1.06% | -4.3% |
| Q3 2019 | $1,776,000 | +7.7% | 32,425 | +4.3% | 1.11% | +5.2% |
| Q2 2019 | $1,649,000 | +8.4% | 31,081 | +6.8% | 1.06% | -0.7% |
| Q1 2019 | $1,521,000 | +12.8% | 29,097 | +1.3% | 1.06% | -1.5% |
| Q4 2018 | $1,349,000 | -9.8% | 28,731 | +1.8% | 1.08% | +7.5% |
| Q3 2018 | $1,496,000 | +18.9% | 28,225 | +10.6% | 1.00% | +8.8% |
| Q2 2018 | $1,258,000 | +10.7% | 25,516 | +10.1% | 0.92% | +5.5% |
| Q1 2018 | $1,136,000 | +5.9% | 23,178 | +10.5% | 0.87% | -1.9% |
| Q4 2017 | $1,073,000 | – | 20,968 | – | 0.89% | – |
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% |