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 | $12,885,444 | -8.6% | 182,101 | -6.2% | 0.88% | -7.2% |
| Q2 2023 | $14,104,429 | +0.5% | 194,222 | +1.3% | 0.95% | -6.6% |
| Q1 2023 | $14,028,248 | -11.6% | 191,748 | -8.7% | 1.01% | -17.6% |
| Q4 2022 | $15,865,717 | +16.2% | 210,031 | +2.2% | 1.23% | +8.5% |
| Q3 2022 | $13,656,000 | -8.4% | 205,574 | -1.2% | 1.13% | -9.2% |
| Q2 2022 | $14,902,000 | +13.9% | 208,043 | +25.4% | 1.25% | +20.5% |
| Q1 2022 | $13,089,000 | +27.7% | 165,914 | +23.0% | 1.04% | +13.7% |
| Q4 2021 | $10,246,000 | +1.9% | 134,864 | +0.9% | 0.91% | +7.7% |
| Q3 2021 | $10,053,000 | -1.9% | 133,628 | -0.9% | 0.85% | -7.0% |
| Q2 2021 | $10,246,000 | +37.2% | 134,864 | +34.1% | 0.91% | +19.0% |
| Q1 2021 | $7,466,000 | +397.7% | 100,544 | +246.8% | 0.76% | +255.8% |
| Q2 2020 | $1,500,000 | +88.9% | 28,994 | +64.2% | 0.22% | +2.9% |
| Q1 2020 | $794,000 | – | 17,654 | – | 0.21% | – |
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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% |