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 | $9,255,878 | -3.5% | 130,807 | -1.0% | 1.52% | -1.2% |
| Q2 2023 | $9,590,940 | -1.1% | 132,070 | -0.3% | 1.54% | -10.1% |
| Q1 2023 | $9,695,902 | -3.8% | 132,530 | -0.6% | 1.71% | -10.5% |
| Q4 2022 | $10,075,366 | +14.6% | 133,378 | +0.8% | 1.91% | +1.5% |
| Q3 2022 | $8,791,000 | -9.1% | 132,335 | -2.0% | 1.88% | -17.0% |
| Q2 2022 | $9,672,000 | -9.0% | 135,027 | +0.2% | 2.27% | +2.5% |
| Q1 2022 | $10,626,000 | -4.8% | 134,693 | -2.4% | 2.22% | -1.2% |
| Q4 2021 | $11,160,000 | +9.3% | 138,071 | +0.4% | 2.24% | -1.4% |
| Q3 2021 | $10,210,000 | -2.2% | 137,533 | -0.4% | 2.27% | -3.2% |
| Q2 2021 | $10,437,000 | +3.9% | 138,021 | +0.1% | 2.35% | -5.2% |
| Q1 2021 | $10,050,000 | +13.5% | 137,817 | -0.2% | 2.48% | +6.9% |
| Q4 2020 | $8,858,000 | +15.7% | 138,102 | +0.1% | 2.32% | -1.2% |
| Q3 2020 | $7,653,000 | +1.2% | 137,945 | -6.5% | 2.34% | -12.2% |
| Q2 2020 | $7,564,000 | +16.8% | 147,565 | +2.5% | 2.67% | +3.2% |
| Q1 2020 | $6,474,000 | – | 143,925 | – | 2.59% | – |
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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% |