Allred Capital Management, LLC - SCHWAB STRATEGIC TR ownership

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
Allred Capital Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2021$159,549,000
+25.0%
2,188
-0.7%
0.07%
+2.9%
Q4 2019$127,598,000
+55137.2%
2,203
-49.7%
0.07%
-47.0%
Q1 2019$231,000
+12.7%
4,3790.0%0.13%
-3.6%
Q4 2018$205,0004,3790.14%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
JBJ Investment Partners, LLC 1,444,233$75,504,00028.76%
Strategic Wealth Management Group, LLC 491,102$25,675,00021.03%
HHM Wealth Advisors, LLC 522,788$27,331,00017.48%
Hillview Capital Advisors, LLC 53,500$2,797,00014.84%
Asset Advisors Investment Management, LLC 1,396,229$72,995,00012.98%
Avantax Planning Partners, Inc. 3,397,352$177,614,00012.33%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 749,858$39,203,00012.24%
Summit Asset Management, LLC 442,899$23,155,00011.40%
Legacy Financial Strategies, LLC 241,958$12,650,00010.81%
Pinkerton Retirement Specialists, LLC 560,836$29,321,00010.73%
View complete list of SCHWAB STRATEGIC TR shareholders