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 | $596,861 | -38.4% | 8,435 | -36.8% | 0.12% | -34.3% |
Q2 2023 | $969,550 | -22.6% | 13,351 | -22.0% | 0.18% | -29.3% |
Q1 2023 | $1,252,499 | -2.5% | 17,120 | +0.7% | 0.26% | -7.6% |
Q4 2022 | $1,284,709 | -36.5% | 17,007 | -44.1% | 0.28% | -42.7% |
Q3 2022 | $2,022,000 | +28785.7% | 30,439 | +19287.9% | 0.48% | +16000.0% |
Q4 2018 | $7,000 | -12.5% | 157 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $8,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $8,000 | +14.3% | 157 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $7,000 | -12.5% | 157 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $8,000 | – | 157 | – | 0.00% | – |
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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% |