SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $74,378,000 | +17.2% | 1,437,259 | +1.9% | 21.31% | -6.4% |
Q1 2020 | $63,450,000 | -34.0% | 1,410,634 | -15.0% | 22.76% | -22.8% |
Q4 2019 | $96,148,000 | +3.2% | 1,660,019 | -2.4% | 29.50% | -5.9% |
Q3 2019 | $93,163,000 | +9.0% | 1,700,676 | +5.6% | 31.35% | +1.4% |
Q2 2019 | $85,433,000 | +13.2% | 1,609,821 | +11.5% | 30.90% | +7.5% |
Q1 2019 | $75,504,000 | – | 1,444,233 | – | 28.76% | – |
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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% |