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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,708,583 | -2.2% | 66,543 | +0.3% | 1.18% | +10.2% |
| Q2 2023 | $4,815,925 | +0.9% | 66,317 | +1.6% | 1.07% | -28.7% |
| Q1 2023 | $4,773,121 | -4.7% | 65,242 | -1.6% | 1.50% | -9.0% |
| Q4 2022 | $5,008,763 | +16.7% | 66,306 | +2.6% | 1.64% | +1.2% |
| Q3 2022 | $4,292,000 | -1.5% | 64,619 | +6.2% | 1.63% | +0.8% |
| Q2 2022 | $4,359,000 | -8.3% | 60,855 | +0.9% | 1.61% | +1.2% |
| Q1 2022 | $4,756,000 | +3.0% | 60,286 | +5.5% | 1.59% | +5.3% |
| Q4 2021 | $4,618,000 | +8.3% | 57,137 | -0.6% | 1.51% | -7.2% |
| Q3 2021 | $4,265,000 | -1.5% | 57,455 | +0.4% | 1.63% | -3.0% |
| Q2 2021 | $4,328,000 | +4.7% | 57,245 | +1.1% | 1.68% | -20.2% |
| Q1 2021 | $4,135,000 | +17.7% | 56,641 | +3.4% | 2.11% | +1.8% |
| Q4 2020 | $3,513,000 | +9.0% | 54,769 | -5.9% | 2.07% | -12.8% |
| Q3 2020 | $3,223,000 | -11.1% | 58,213 | -17.0% | 2.37% | -10.6% |
| Q2 2020 | $3,627,000 | +6.3% | 70,099 | -7.6% | 2.65% | -18.1% |
| Q1 2020 | $3,412,000 | -23.8% | 75,865 | -1.1% | 3.24% | -18.8% |
| Q4 2019 | $4,480,000 | – | 76,720 | – | 3.99% | – |
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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% |