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 | $4,221,683 | -2.7% | 59,662 | -0.2% | 2.21% | -3.1% |
| Q2 2023 | $4,340,207 | +9.2% | 59,766 | +10.0% | 2.28% | -1.1% |
| Q1 2023 | $3,975,368 | +0.9% | 54,338 | +4.1% | 2.30% | -3.8% |
| Q4 2022 | $3,941,828 | +20.4% | 52,182 | +5.9% | 2.39% | +9.6% |
| Q3 2022 | $3,275,000 | -9.1% | 49,294 | -2.0% | 2.18% | -6.9% |
| Q2 2022 | $3,603,000 | -6.7% | 50,298 | +2.8% | 2.35% | +10.5% |
| Q1 2022 | $3,860,000 | +21.5% | 48,923 | +24.5% | 2.12% | +34.3% |
| Q4 2021 | $3,177,000 | +6.5% | 39,307 | -2.1% | 1.58% | +0.6% |
| Q3 2021 | $2,982,000 | +1.1% | 40,168 | +2.9% | 1.57% | +1.4% |
| Q2 2021 | $2,951,000 | +24.7% | 39,027 | +20.3% | 1.55% | +14.7% |
| Q1 2021 | $2,366,000 | +101.5% | 32,448 | +77.2% | 1.35% | +87.0% |
| Q4 2020 | $1,174,000 | +26.1% | 18,309 | +8.7% | 0.72% | +14.6% |
| Q3 2020 | $931,000 | -12.3% | 16,839 | -17.9% | 0.63% | -20.2% |
| Q2 2020 | $1,062,000 | -21.6% | 20,514 | -31.8% | 0.79% | -32.9% |
| Q1 2020 | $1,354,000 | -34.5% | 30,098 | -15.7% | 1.18% | -21.4% |
| Q4 2019 | $2,068,000 | – | 35,699 | – | 1.50% | – |
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% |