SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $807,442 | -2.6% | 11,411 | 0.0% | 0.30% | -0.3% |
| Q2 2023 | $828,667 | -0.7% | 11,411 | 0.0% | 0.30% | -3.9% |
| Q1 2023 | $834,829 | +69180.4% | 11,411 | -28.5% | 0.31% | -45.5% |
| Q4 2022 | $1,205 | -99.9% | 15,955 | -2.0% | 0.57% | +14.0% |
| Q3 2022 | $1,082,000 | +9.0% | 16,284 | +5.2% | 0.50% | +13.3% |
| Q4 2020 | $993,000 | +7.5% | 15,481 | -7.4% | 0.44% | -4.5% |
| Q3 2020 | $924,000 | +9.7% | 16,717 | -10.7% | 0.46% | -23.1% |
| Q1 2020 | $842,000 | +6.2% | 18,720 | +34.4% | 0.60% | +28.4% |
| Q3 2019 | $793,000 | -15.7% | 13,924 | -20.3% | 0.47% | -21.6% |
| Q2 2019 | $941,000 | -5.2% | 17,476 | -17.3% | 0.60% | -20.5% |
| Q4 2018 | $993,000 | -2.1% | 21,140 | +10.5% | 0.75% | +16.8% |
| Q3 2018 | $1,014,000 | +7.5% | 19,129 | -0.0% | 0.64% | -2.9% |
| Q2 2018 | $943,000 | +99.8% | 19,137 | +94.0% | 0.66% | +90.5% |
| Q1 2018 | $472,000 | +15.1% | 9,864 | +23.0% | 0.35% | +13.0% |
| Q4 2017 | $410,000 | – | 8,019 | – | 0.31% | – |
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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% |