SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,755,239 | +16.7% | 39,689 | +22.0% | 0.76% | +18.8% |
| Q2 2023 | $2,361,711 | +53.1% | 32,521 | +54.2% | 0.64% | +53.2% |
| Q1 2023 | $1,542,747 | +10.0% | 21,087 | +16.7% | 0.42% | +2.0% |
| Q4 2022 | $1,402,883 | +17.4% | 18,071 | +4.3% | 0.41% | +10.2% |
| Q3 2022 | $1,195,000 | +2.4% | 17,323 | +7.8% | 0.37% | +6.0% |
| Q2 2022 | $1,167,000 | -69.4% | 16,072 | -66.7% | 0.35% | -58.6% |
| Q1 2022 | $3,809,000 | +5.5% | 48,230 | +8.0% | 0.85% | +11.8% |
| Q4 2021 | $3,610,000 | +4.9% | 44,665 | -1.2% | 0.76% | -7.3% |
| Q3 2021 | $3,440,000 | +8.0% | 45,226 | +7.4% | 0.82% | +2.9% |
| Q2 2021 | $3,185,000 | +26.8% | 42,114 | +22.3% | 0.79% | +16.9% |
| Q1 2021 | $2,512,000 | +39.0% | 34,447 | +25.7% | 0.68% | +30.1% |
| Q4 2020 | $1,807,000 | +9.1% | 27,405 | -8.5% | 0.52% | -10.8% |
| Q3 2020 | $1,657,000 | +49.1% | 29,966 | +40.8% | 0.58% | +33.0% |
| Q2 2020 | $1,111,000 | -20.9% | 21,279 | -26.9% | 0.44% | -39.1% |
| Q1 2020 | $1,405,000 | +418.5% | 29,123 | +521.6% | 0.72% | +588.6% |
| Q4 2019 | $271,000 | – | 4,685 | – | 0.10% | – |
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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% |