SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 409 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $625,000 | -5.0% | 11,301 | -11.2% | 0.49% | -20.9% |
| Q2 2020 | $658,000 | +5.3% | 12,720 | -8.4% | 0.62% | -20.0% |
| Q1 2020 | $625,000 | -26.6% | 13,888 | -5.6% | 0.78% | -1.1% |
| Q4 2019 | $852,000 | +92.8% | 14,710 | +82.1% | 0.79% | +70.9% |
| Q3 2019 | $442,000 | +10.2% | 8,078 | +7.0% | 0.46% | +9.0% |
| Q2 2019 | $401,000 | +1.5% | 7,547 | 0.0% | 0.42% | -5.6% |
| Q1 2019 | $395,000 | +11.9% | 7,547 | +0.3% | 0.45% | -3.2% |
| Q4 2018 | $353,000 | -18.3% | 7,521 | -7.8% | 0.46% | +6.4% |
| Q3 2018 | $432,000 | +8.0% | 8,155 | +0.4% | 0.44% | 0.0% |
| Q2 2018 | $400,000 | +0.5% | 8,123 | 0.0% | 0.44% | +6.6% |
| Q1 2018 | $398,000 | – | 8,123 | – | 0.41% | – |
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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% |