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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $63,000 | +1.6% | 798 | +3.8% | 0.03% | 0.0% |
| Q4 2021 | $62,000 | +210.0% | 769 | +185.9% | 0.03% | +190.0% |
| Q3 2021 | $20,000 | -25.9% | 269 | -25.9% | 0.01% | -28.6% |
| Q2 2021 | $27,000 | +2600.0% | 363 | +3200.0% | 0.01% | +1300.0% |
| Q1 2021 | $1,000 | -97.8% | 11 | -98.4% | 0.00% | -96.0% |
| Q4 2020 | $45,000 | – | 699 | +23200.0% | 0.02% | – |
| Q3 2020 | $0 | -100.0% | 3 | -95.3% | 0.00% | -100.0% |
| Q2 2020 | $3,000 | -99.4% | 64 | -99.4% | 0.00% | -99.5% |
| Q1 2020 | $523,000 | +1534.4% | 11,627 | +1987.4% | 0.39% | +1234.5% |
| Q4 2019 | $32,000 | – | 557 | – | 0.03% | – |
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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% |