SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,915,218 | +16.2% | 465,167 | +19.3% | 3.31% | +16.2% |
| Q2 2023 | $28,319,944 | +6.3% | 389,974 | +7.1% | 2.85% | -0.1% |
| Q1 2023 | $26,639,169 | +2.3% | 364,122 | +5.6% | 2.85% | -3.5% |
| Q4 2022 | $26,036,640 | +179.5% | 344,674 | +145.8% | 2.95% | +235.7% |
| Q3 2022 | $9,316,000 | -1.6% | 140,231 | +6.1% | 0.88% | -22.9% |
| Q2 2022 | $9,469,000 | +30.2% | 132,195 | +43.4% | 1.14% | +49.0% |
| Q1 2022 | $7,271,000 | +46.1% | 92,169 | +49.7% | 0.76% | +46.3% |
| Q4 2021 | $4,978,000 | +19.2% | 61,589 | +9.5% | 0.52% | +8.5% |
| Q3 2021 | $4,176,000 | +22.9% | 56,246 | +25.1% | 0.48% | +24.9% |
| Q2 2021 | $3,399,000 | +45.9% | 44,953 | +40.7% | 0.39% | +41.9% |
| Q1 2021 | $2,329,000 | +89.3% | 31,943 | +66.5% | 0.27% | +67.9% |
| Q4 2020 | $1,230,000 | +14.4% | 19,182 | -1.3% | 0.16% | -46.0% |
| Q3 2020 | $1,075,000 | -34.7% | 19,443 | -38.9% | 0.30% | -38.0% |
| Q2 2020 | $1,647,000 | +11.4% | 31,824 | -3.2% | 0.48% | -12.8% |
| Q1 2020 | $1,478,000 | -34.3% | 32,860 | -15.4% | 0.56% | -22.7% |
| Q4 2019 | $2,249,000 | +14.5% | 38,822 | +8.3% | 0.72% | +5.7% |
| Q3 2019 | $1,964,000 | +40.3% | 35,847 | +35.9% | 0.68% | -5.7% |
| Q2 2019 | $1,400,000 | +35.3% | 26,376 | +33.2% | 0.72% | +21.6% |
| Q1 2019 | $1,035,000 | +198.3% | 19,800 | +168.3% | 0.59% | +103.4% |
| Q4 2018 | $347,000 | – | 7,380 | – | 0.29% | – |
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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% |