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 | ||||
---|---|---|---|---|---|---|
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 | $6,375,000 | – | 110,067 | – | 4.25% | – |
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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% |