SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 520 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,171,000 | -2.4% | 56,179 | -0.6% | 2.52% | +2.1% |
| Q2 2021 | $4,274,000 | +4.5% | 56,523 | +0.8% | 2.47% | -2.8% |
| Q1 2021 | $4,091,000 | +49.1% | 56,100 | +13.1% | 2.54% | +23.7% |
| Q4 2020 | $2,743,000 | +0.0% | 49,606 | 0.0% | 2.05% | +0.6% |
| Q3 2020 | $2,742,000 | +22.9% | 49,606 | +15.0% | 2.04% | +0.3% |
| Q2 2020 | $2,231,000 | -10.1% | 43,117 | -13.9% | 2.04% | -12.8% |
| Q1 2020 | $2,482,000 | -33.9% | 50,049 | -23.3% | 2.34% | -14.5% |
| Q4 2019 | $3,756,000 | +7.4% | 65,248 | +2.2% | 2.73% | -14.3% |
| Q3 2019 | $3,496,000 | +5.5% | 63,821 | +3.4% | 3.19% | +4.5% |
| Q2 2019 | $3,314,000 | -0.5% | 61,721 | -2.1% | 3.05% | -9.1% |
| Q1 2019 | $3,330,000 | +17.9% | 63,052 | +7.3% | 3.35% | -13.5% |
| Q4 2018 | $2,825,000 | +91.7% | 58,746 | +98.8% | 3.88% | +106.1% |
| Q3 2018 | $1,474,000 | -0.2% | 29,557 | -1.4% | 1.88% | +9.9% |
| Q2 2018 | $1,477,000 | -49.9% | 29,968 | -50.2% | 1.71% | -25.8% |
| Q1 2018 | $2,948,000 | -12.3% | 60,128 | -4.4% | 2.31% | -4.2% |
| Q4 2017 | $3,363,000 | – | 62,867 | – | 2.41% | – |
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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% |