SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,700,505 | -0.1% | 122,958 | +2.5% | 3.14% | +4.6% |
Q2 2023 | $8,709,625 | +3.3% | 119,934 | +4.1% | 3.00% | -4.7% |
Q1 2023 | $8,427,691 | +1.0% | 115,195 | +4.3% | 3.15% | -9.8% |
Q4 2022 | $8,342,063 | +16.3% | 110,432 | +2.3% | 3.50% | +3.6% |
Q3 2022 | $7,172,000 | -0.0% | 107,964 | +7.8% | 3.37% | -0.7% |
Q2 2022 | $7,175,000 | +102.6% | 100,171 | +123.1% | 3.40% | +98.7% |
Q1 2022 | $3,542,000 | -48.2% | 44,895 | -46.9% | 1.71% | -34.0% |
Q4 2021 | $6,832,000 | +16.1% | 84,519 | +6.6% | 2.59% | +0.4% |
Q3 2021 | $5,887,000 | +9.1% | 79,303 | +11.1% | 2.58% | +4.3% |
Q2 2021 | $5,398,000 | +20.0% | 71,392 | +15.7% | 2.47% | +5.3% |
Q1 2021 | $4,498,000 | +35.8% | 61,695 | +19.4% | 2.35% | +19.9% |
Q4 2020 | $3,312,000 | +26.1% | 51,650 | +8.7% | 1.96% | +2.0% |
Q3 2020 | $2,627,000 | +20.4% | 47,520 | +12.7% | 1.92% | +5.4% |
Q2 2020 | $2,182,000 | +93.4% | 42,180 | +68.1% | 1.82% | +56.7% |
Q1 2020 | $1,128,000 | +84.3% | 25,088 | +137.1% | 1.16% | +116.2% |
Q4 2019 | $612,000 | +6.8% | 10,581 | +1.1% | 0.54% | -14.2% |
Q3 2019 | $573,000 | +4.0% | 10,464 | +0.7% | 0.63% | +1.1% |
Q2 2019 | $551,000 | +92.7% | 10,396 | +92.6% | 0.62% | +189.7% |
Q3 2018 | $286,000 | +52.9% | 5,398 | +41.9% | 0.21% | +28.1% |
Q2 2018 | $187,000 | +7.5% | 3,803 | +11.5% | 0.17% | +6.4% |
Q4 2017 | $174,000 | – | 3,410 | – | 0.16% | – |
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% |