SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 520 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $286,000 | -94.8% | 3,625 | -94.7% | 0.09% | -95.0% |
| Q4 2021 | $5,510,000 | +1230.9% | 68,171 | +1121.9% | 1.81% | +1092.1% |
| Q3 2021 | $414,000 | -2.4% | 5,579 | -0.6% | 0.15% | +3.4% |
| Q2 2021 | $424,000 | -80.6% | 5,613 | -81.3% | 0.15% | -76.4% |
| Q1 2021 | $2,183,000 | +16.2% | 29,944 | +2.3% | 0.62% | +6.5% |
| Q4 2020 | $1,878,000 | +157.3% | 29,277 | +112.5% | 0.58% | +6.6% |
| Q3 2020 | $730,000 | 0.0% | 13,779 | 0.0% | 0.55% | 0.0% |
| Q1 2020 | $730,000 | +32.0% | 13,779 | +44.3% | 0.55% | +24.8% |
| Q4 2019 | $553,000 | -24.2% | 9,546 | -30.7% | 0.44% | -19.9% |
| Q3 2019 | $730,000 | +9.1% | 13,779 | +9.3% | 0.55% | -5.8% |
| Q2 2019 | $669,000 | -22.7% | 12,602 | -23.8% | 0.58% | -27.1% |
| Q1 2019 | $865,000 | -63.8% | 16,548 | -67.5% | 0.80% | -61.9% |
| Q4 2018 | $2,389,000 | – | 50,859 | – | 2.10% | – |
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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% |