SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,543,811 | -2.3% | 177,273 | +0.3% | 3.68% | +1.8% |
| Q2 2023 | $12,837,882 | -1.7% | 176,782 | -0.9% | 3.62% | -3.2% |
| Q1 2023 | $13,056,399 | +95663.5% | 178,464 | -1.1% | 3.74% | -1.3% |
| Q4 2022 | $13,634 | -99.9% | 180,484 | -5.1% | 3.78% | -37.2% |
| Q3 2022 | $12,635,000 | -6.9% | 190,198 | +0.4% | 6.03% | +5.1% |
| Q2 2022 | $13,571,000 | -9.1% | 189,467 | +0.1% | 5.74% | -8.0% |
| Q1 2022 | $14,925,000 | +10.3% | 189,188 | +13.0% | 6.23% | +13.5% |
| Q4 2021 | $13,529,000 | +6.5% | 167,377 | -2.2% | 5.49% | -3.8% |
| Q3 2021 | $12,702,000 | +3.8% | 171,090 | +2.0% | 5.71% | -12.8% |
| Q1 2021 | $12,237,000 | +14.5% | 167,814 | +0.7% | 6.54% | +10.5% |
| Q4 2020 | $10,685,000 | +16.6% | 166,584 | +0.5% | 5.92% | +4.1% |
| Q3 2020 | $9,162,000 | +3.7% | 165,680 | -3.0% | 5.69% | -1.2% |
| Q2 2020 | $8,835,000 | +16.7% | 170,733 | +1.4% | 5.76% | -5.2% |
| Q1 2020 | $7,570,000 | +2.4% | 168,296 | +31.8% | 6.07% | +43.5% |
| Q4 2019 | $7,396,000 | +0.6% | 127,687 | -4.9% | 4.23% | -2.5% |
| Q3 2019 | $7,354,000 | -3.1% | 134,244 | -6.1% | 4.34% | +0.3% |
| Q2 2019 | $7,586,000 | -3.3% | 142,940 | -4.7% | 4.33% | -2.5% |
| Q1 2019 | $7,842,000 | – | 150,007 | – | 4.44% | – |
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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% |