SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $39,063,702 | -0.3% | 537,919 | +0.4% | 8.43% | -5.0% |
| Q1 2023 | $39,188,970 | +7.2% | 535,661 | -2.6% | 8.88% | -16.3% |
| Q4 2022 | $36,547,666 | -0.0% | 550,168 | 0.0% | 10.61% | 0.0% |
| Q3 2022 | $36,548,000 | -6.9% | 550,168 | +0.4% | 10.61% | -1.3% |
| Q2 2022 | $39,236,000 | -11.3% | 547,756 | -2.3% | 10.76% | +3.4% |
| Q1 2022 | $44,220,000 | -3.5% | 560,524 | -1.1% | 10.40% | +1.5% |
| Q4 2021 | $45,834,000 | +7.7% | 567,039 | -1.1% | 10.25% | -0.0% |
| Q3 2021 | $42,545,000 | -0.8% | 573,069 | +1.0% | 10.25% | +0.4% |
| Q2 2021 | $42,901,000 | +6.4% | 567,329 | +2.6% | 10.21% | -1.9% |
| Q1 2021 | $40,325,000 | +12.9% | 553,007 | -0.7% | 10.41% | +6.3% |
| Q4 2020 | $35,724,000 | +9.4% | 556,968 | -5.7% | 9.80% | +2.6% |
| Q3 2020 | $32,657,000 | +7.5% | 590,870 | +0.6% | 9.55% | +1.7% |
| Q2 2020 | $30,373,000 | +15.8% | 587,606 | +0.8% | 9.39% | +15.1% |
| Q1 2020 | $26,223,000 | +56.3% | 583,009 | +101.3% | 8.16% | +62.8% |
| Q4 2019 | $16,773,000 | +17.0% | 289,589 | +10.7% | 5.01% | +3.7% |
| Q3 2019 | $14,334,000 | +15.7% | 261,657 | +12.1% | 4.84% | +5.7% |
| Q2 2019 | $12,385,000 | +23.0% | 233,376 | +21.1% | 4.57% | +3.2% |
| Q1 2019 | $10,073,000 | +52.6% | 192,677 | +37.1% | 4.43% | +16.2% |
| Q4 2018 | $6,601,000 | – | 140,540 | – | 3.82% | – |
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% |