SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 771 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.93 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $722,000 | +6.3% | 13,049 | -0.5% | 0.24% | -6.9% |
Q2 2020 | $679,000 | +14.3% | 13,116 | -0.7% | 0.26% | -8.4% |
Q1 2020 | $594,000 | -5.1% | 13,210 | +22.2% | 0.28% | +22.8% |
Q4 2019 | $626,000 | +5.7% | 10,810 | -0.0% | 0.23% | +0.4% |
Q3 2019 | $592,000 | +3.1% | 10,815 | 0.0% | 0.23% | +2.2% |
Q2 2019 | $574,000 | +38.3% | 10,815 | +36.1% | 0.23% | +22.2% |
Q1 2019 | $415,000 | +315.0% | 7,948 | +292.1% | 0.18% | +270.0% |
Q2 2018 | $100,000 | +1.0% | 2,027 | 0.0% | 0.05% | -3.8% |
Q1 2018 | $99,000 | +67.8% | 2,027 | +31.8% | 0.05% | +36.8% |
Q4 2015 | $59,000 | +1.7% | 1,538 | -5.7% | 0.04% | -7.3% |
Q3 2015 | $58,000 | -6.5% | 1,631 | 0.0% | 0.04% | -2.4% |
Q2 2015 | $62,000 | -15.1% | 1,631 | -18.7% | 0.04% | -30.0% |
Q1 2014 | $73,000 | +19.7% | 2,007 | +19.0% | 0.06% | +9.1% |
Q4 2013 | $61,000 | – | 1,687 | – | 0.06% | – |
Download |
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% |