SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,926,538 | -36.8% | 90,983 | -41.2% | 1.02% | -44.2% |
| Q3 2023 | $10,954,920 | +76283.5% | 154,818 | -21.6% | 1.82% | -22.6% |
| Q2 2023 | $14,342 | -5.7% | 197,492 | -5.0% | 2.35% | -14.2% |
| Q1 2023 | $15,201 | -99.9% | 207,779 | +14.2% | 2.74% | -1.7% |
| Q4 2022 | $13,740,495 | +166.0% | 181,897 | +133.9% | 2.79% | +113.5% |
| Q3 2022 | $5,166,000 | +37.1% | 77,763 | +47.8% | 1.31% | +50.9% |
| Q2 2022 | $3,769,000 | -10.5% | 52,611 | -1.4% | 0.87% | +5.1% |
| Q1 2022 | $4,210,000 | +5.2% | 53,368 | +7.8% | 0.82% | +21.4% |
| Q4 2021 | $4,003,000 | +7.1% | 49,523 | -1.6% | 0.68% | +6.3% |
| Q3 2021 | $3,736,000 | -4.0% | 50,324 | -2.2% | 0.64% | +0.2% |
| Q2 2021 | $3,890,000 | -4.2% | 51,440 | -7.7% | 0.64% | -6.7% |
| Q1 2021 | $4,062,000 | +11.7% | 55,709 | -1.8% | 0.68% | +13.2% |
| Q4 2020 | $3,638,000 | +175.4% | 56,719 | +137.3% | 0.60% | +154.9% |
| Q3 2020 | $1,321,000 | -60.6% | 23,897 | -63.1% | 0.24% | -61.5% |
| Q2 2020 | $3,349,000 | -24.9% | 64,722 | -34.7% | 0.62% | -30.7% |
| Q1 2020 | $4,459,000 | -26.9% | 99,119 | -5.9% | 0.89% | -7.4% |
| Q4 2019 | $6,103,000 | +51.9% | 105,360 | +43.6% | 0.96% | +46.4% |
| Q3 2019 | $4,017,000 | +45.9% | 73,345 | +41.4% | 0.66% | +40.9% |
| Q2 2019 | $2,753,000 | – | 51,878 | – | 0.46% | – |
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% |