BCS Wealth Management - SCHWAB STRATEGIC TR ownership

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
BCS Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$7,022
-10.7%
99,233
-7.7%
2.92%
-17.8%
Q1 2023$7,866
-26.9%
107,523
-24.6%
3.55%
-21.1%
Q4 2022$10,766
-99.9%
142,517
-1.8%
4.51%
-0.6%
Q3 2022$9,640,000
-8.0%
145,118
-0.8%
4.54%
-2.6%
Q2 2022$10,482,000
-10.1%
146,339
-1.0%
4.66%
-3.6%
Q1 2022$11,666,000
-7.3%
147,878
-5.0%
4.83%
+7.0%
Q4 2021$12,582,000
+10.5%
155,665
+1.5%
4.52%
-6.6%
Q3 2021$11,387,000
+3.3%
153,383
+5.2%
4.83%
-17.5%
Q2 2021$11,022,000
+3.9%
145,760
+0.2%
5.86%
+16.3%
Q1 2021$10,609,000
+14.4%
145,494
+0.6%
5.04%
+4.5%
Q4 2020$9,275,000
+16.3%
144,600
+0.3%
4.82%
+6.9%
Q3 2020$7,974,000
+10.1%
144,192
+3.0%
4.51%
+3.9%
Q2 2020$7,241,000
+18.7%
139,932
+3.2%
4.34%
+1.5%
Q1 2020$6,100,000
-4.3%
135,615
+23.2%
4.27%
+0.6%
Q4 2019$6,375,000110,0674.25%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2020
NameSharesValueWeighting ↓
JBJ Investment Partners, LLC 1,444,233$75,504,00028.76%
Strategic Wealth Management Group, LLC 491,102$25,675,00021.03%
HHM Wealth Advisors, LLC 522,788$27,331,00017.48%
Hillview Capital Advisors, LLC 53,500$2,797,00014.84%
Asset Advisors Investment Management, LLC 1,396,229$72,995,00012.98%
Avantax Planning Partners, Inc. 3,397,352$177,614,00012.33%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 749,858$39,203,00012.24%
Summit Asset Management, LLC 442,899$23,155,00011.40%
Legacy Financial Strategies, LLC 241,958$12,650,00010.81%
Pinkerton Retirement Specialists, LLC 560,836$29,321,00010.73%
View complete list of SCHWAB STRATEGIC TR shareholders