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 | $1,185,203 | -5.7% | 16,750 | -3.2% | 0.18% | -5.3% |
| Q2 2023 | $1,256,670 | +8.8% | 17,305 | +9.7% | 0.19% | +1.6% |
| Q1 2023 | $1,154,551 | -5.8% | 15,781 | -2.8% | 0.19% | -20.9% |
| Q4 2022 | $1,226,005 | +12.3% | 16,230 | -1.2% | 0.24% | +8.3% |
| Q3 2022 | $1,092,000 | -5.8% | 16,435 | +1.6% | 0.22% | -5.7% |
| Q2 2022 | $1,159,000 | -9.3% | 16,181 | -0.1% | 0.23% | +12.2% |
| Q1 2022 | $1,278,000 | -74.9% | 16,202 | -75.9% | 0.20% | -74.3% |
| Q2 2021 | $5,084,000 | +19.8% | 67,225 | +15.5% | 0.80% | +4.5% |
| Q1 2021 | $4,244,000 | +1133.7% | 58,202 | +983.8% | 0.76% | +1111.1% |
| Q4 2020 | $344,000 | +41.6% | 5,370 | +22.4% | 0.06% | -25.9% |
| Q3 2020 | $243,000 | +1925.0% | 4,386 | +1586.9% | 0.08% | +1114.3% |
| Q1 2020 | $12,000 | -20.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $15,000 | +7.1% | 260 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 260 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $14,000 | 0.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | – | 260 | – | 0.01% | – |
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% |