SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $5,314,000 | +2.2% | 67,355 | +4.7% | 3.98% | +6.4% |
Q4 2021 | $5,201,000 | +11.8% | 64,344 | +2.6% | 3.74% | +2.8% |
Q3 2021 | $4,654,000 | -4.6% | 62,690 | -2.8% | 3.64% | +9.3% |
Q2 2021 | $4,876,000 | +8.1% | 64,483 | +4.3% | 3.33% | -4.7% |
Q1 2021 | $4,510,000 | +1582.8% | 61,844 | +1382.7% | 3.49% | +1297.6% |
Q4 2020 | $268,000 | +145.9% | 4,171 | +72.6% | 0.25% | +28.2% |
Q1 2020 | $109,000 | -50.0% | 2,417 | -35.8% | 0.20% | -0.5% |
Q4 2019 | $218,000 | – | 3,762 | – | 0.20% | – |
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% |