SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 523 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $574,925 | -27.9% | 8,125 | -26.0% | 0.25% | -28.5% |
| Q2 2023 | $797,560 | +1.0% | 10,983 | +1.8% | 0.34% | -8.5% |
| Q1 2023 | $789,580 | -2.7% | 10,793 | +0.4% | 0.38% | -9.0% |
| Q4 2022 | $811,904 | +16.0% | 10,748 | +2.1% | 0.41% | +5.9% |
| Q3 2022 | $700,000 | -12.4% | 10,530 | -5.6% | 0.39% | -5.6% |
| Q2 2022 | $799,000 | -3.7% | 11,149 | +5.9% | 0.41% | +6.2% |
| Q1 2022 | $830,000 | -2.0% | 10,525 | +0.5% | 0.39% | -0.8% |
| Q4 2021 | $847,000 | +8.6% | 10,474 | -0.4% | 0.39% | -1.0% |
| Q3 2021 | $780,000 | +0.1% | 10,512 | +2.0% | 0.40% | -9.6% |
| Q2 2021 | $779,000 | +3.9% | 10,306 | +0.2% | 0.44% | -6.0% |
| Q1 2021 | $750,000 | +14.5% | 10,281 | +0.6% | 0.47% | +0.6% |
| Q4 2020 | $655,000 | +17.0% | 10,217 | +0.9% | 0.46% | -2.7% |
| Q3 2020 | $560,000 | +63.7% | 10,126 | +53.0% | 0.48% | +47.8% |
| Q2 2020 | $342,000 | +1.8% | 6,618 | -11.3% | 0.32% | -16.8% |
| Q1 2020 | $336,000 | +0.6% | 7,465 | +29.3% | 0.39% | +28.1% |
| Q4 2019 | $334,000 | +5.7% | 5,774 | 0.0% | 0.30% | -9.9% |
| Q3 2019 | $316,000 | -11.7% | 5,774 | -14.5% | 0.34% | -13.2% |
| Q2 2019 | $358,000 | – | 6,753 | – | 0.39% | – |
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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% |