SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,521 | +7.8% | 3,981 | +11.1% | 0.04% | +11.1% |
| Q2 2023 | $260,134 | -15.8% | 3,582 | -15.2% | 0.04% | -25.0% |
| Q1 2023 | $308,956 | -4.9% | 4,223 | -1.8% | 0.05% | -7.7% |
| Q4 2022 | $324,914 | -71.7% | 4,301 | -75.1% | 0.05% | -75.0% |
| Q3 2022 | $1,148,000 | -13.6% | 17,274 | -6.9% | 0.21% | -9.6% |
| Q2 2022 | $1,329,000 | -94.1% | 18,548 | -93.5% | 0.23% | -92.5% |
| Q1 2022 | $22,537,000 | -2.5% | 285,672 | -0.1% | 3.08% | -2.7% |
| Q4 2021 | $23,120,000 | +5.3% | 286,036 | -3.3% | 3.17% | -3.6% |
| Q3 2021 | $21,961,000 | -6.5% | 295,815 | -4.8% | 3.29% | -7.9% |
| Q2 2021 | $23,498,000 | +142.3% | 310,735 | +133.7% | 3.57% | +115.9% |
| Q1 2021 | $9,696,000 | +3491.1% | 132,965 | +3061.3% | 1.65% | +3018.9% |
| Q4 2020 | $270,000 | -5.3% | 4,206 | -18.5% | 0.05% | -28.4% |
| Q3 2020 | $285,000 | – | 5,160 | – | 0.07% | – |
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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% |