SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,165,918 | -23.8% | 232,771 | -20.3% | 0.81% | -21.4% |
Q2 2023 | $21,210,144 | +0.9% | 292,070 | -2.1% | 1.04% | -7.3% |
Q1 2023 | $21,020,704 | +20.5% | 298,251 | +29.2% | 1.12% | -6.8% |
Q4 2022 | $17,442,405 | +32.1% | 230,903 | +29.2% | 1.20% | +19.9% |
Q3 2022 | $13,200,000 | +78.6% | 178,674 | +73.1% | 1.00% | +68.2% |
Q2 2022 | $7,392,000 | -1.0% | 103,195 | +5.2% | 0.59% | +1.2% |
Q1 2022 | $7,466,000 | +36.3% | 98,098 | +33.0% | 0.59% | +8.3% |
Q3 2021 | $5,476,000 | +5.0% | 73,757 | +7.0% | 0.54% | +1.5% |
Q2 2021 | $5,213,000 | +19.3% | 68,933 | +15.0% | 0.53% | +4.3% |
Q1 2021 | $4,371,000 | +632.2% | 59,944 | +544.1% | 0.51% | +582.7% |
Q4 2020 | $597,000 | +111.7% | 9,307 | +82.6% | 0.08% | +82.9% |
Q3 2020 | $282,000 | +31.2% | 5,098 | +22.7% | 0.04% | +20.6% |
Q2 2020 | $215,000 | +1854.5% | 4,154 | +1946.3% | 0.03% | +1033.3% |
Q1 2019 | $11,000 | +10.0% | 203 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $10,000 | -9.1% | 203 | 0.0% | 0.00% | +50.0% |
Q3 2018 | $11,000 | +10.0% | 203 | 0.0% | 0.00% | -33.3% |
Q2 2018 | $10,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $10,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $10,000 | 0.0% | 203 | 0.0% | 0.00% | -25.0% |
Q3 2017 | $10,000 | +100.0% | 203 | +99.0% | 0.00% | +100.0% |
Q2 2017 | $5,000 | – | 102 | – | 0.00% | – |
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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% |