SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 433 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $593,033 | -18.2% | 8,424 | -15.7% | 0.31% | -14.6% |
Q2 2023 | $725,401 | -7.1% | 9,989 | -6.4% | 0.36% | -10.6% |
Q1 2023 | $780,727 | -21.4% | 10,672 | -18.8% | 0.40% | -26.2% |
Q4 2022 | $993,014 | -8.1% | 13,146 | -19.2% | 0.55% | -31.5% |
Q3 2022 | $1,081,000 | -6.6% | 16,267 | +0.7% | 0.80% | +6.0% |
Q2 2022 | $1,157,000 | -7.0% | 16,149 | +2.4% | 0.76% | +15.2% |
Q1 2022 | $1,244,000 | -14.1% | 15,765 | -12.1% | 0.66% | -14.6% |
Q4 2021 | $1,449,000 | +0.9% | 17,928 | -7.3% | 0.77% | -11.0% |
Q3 2021 | $1,436,000 | -10.5% | 19,346 | -8.9% | 0.86% | -17.1% |
Q2 2021 | $1,605,000 | -5.3% | 21,230 | -8.6% | 1.04% | -13.0% |
Q1 2021 | $1,694,000 | +19.2% | 23,229 | +4.8% | 1.20% | +16.0% |
Q4 2020 | $1,421,000 | +21.2% | 22,157 | +4.6% | 1.03% | +11.3% |
Q3 2020 | $1,172,000 | +6.6% | 21,186 | -0.2% | 0.93% | -0.3% |
Q2 2020 | $1,099,000 | +15.7% | 21,228 | +0.5% | 0.93% | -7.5% |
Q1 2020 | $950,000 | -15.1% | 21,124 | +9.3% | 1.00% | +3.8% |
Q4 2019 | $1,119,000 | +5.5% | 19,320 | -0.2% | 0.97% | -3.5% |
Q3 2019 | $1,061,000 | +25.7% | 19,363 | +23.1% | 1.00% | +29.6% |
Q2 2019 | $844,000 | +49.9% | 15,724 | +45.9% | 0.77% | +58.3% |
Q1 2019 | $563,000 | +23.2% | 10,776 | +10.7% | 0.49% | +13.7% |
Q4 2018 | $457,000 | -14.3% | 9,735 | -3.1% | 0.43% | +3.1% |
Q3 2018 | $533,000 | -10.3% | 10,049 | -16.6% | 0.42% | -13.7% |
Q2 2018 | $594,000 | -6.0% | 12,050 | -6.5% | 0.48% | -8.7% |
Q1 2018 | $632,000 | +5.2% | 12,881 | +9.7% | 0.53% | +2.9% |
Q4 2017 | $601,000 | – | 11,746 | – | 0.51% | – |
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% |