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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,684 | -2.6% | 900 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $65,358 | -0.7% | 900 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $65,844 | -72.2% | 900 | -71.3% | 0.01% | -72.5% |
| Q2 2021 | $237,000 | +3.9% | 3,131 | 0.0% | 0.05% | -7.3% |
| Q1 2021 | $228,000 | +13.4% | 3,131 | 0.0% | 0.06% | +5.8% |
| Q4 2020 | $201,000 | +12.9% | 3,131 | -2.7% | 0.05% | -1.9% |
| Q3 2020 | $178,000 | +7.2% | 3,217 | 0.0% | 0.05% | -3.6% |
| Q2 2020 | $166,000 | +115.6% | 3,217 | +87.4% | 0.06% | +89.7% |
| Q1 2020 | $77,000 | -9.4% | 1,717 | +17.0% | 0.03% | +7.4% |
| Q4 2019 | $85,000 | -1.2% | 1,467 | -7.0% | 0.03% | -6.9% |
| Q3 2019 | $86,000 | +11.7% | 1,577 | +8.5% | 0.03% | +7.4% |
| Q2 2019 | $77,000 | +413.3% | 1,454 | +419.3% | 0.03% | +350.0% |
| Q1 2019 | $15,000 | +15.4% | 280 | 0.0% | 0.01% | +20.0% |
| Q4 2018 | $13,000 | – | 280 | – | 0.01% | – |
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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% |