SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $685,700 | -2.4% | 9,691 | +0.2% | 0.21% | -0.5% |
| Q2 2023 | $702,482 | -0.6% | 9,673 | +0.2% | 0.21% | -6.7% |
| Q1 2023 | $706,437 | +0.1% | 9,656 | +3.4% | 0.22% | -17.1% |
| Q4 2022 | $705,580 | +45.8% | 9,340 | +28.2% | 0.27% | +35.2% |
| Q3 2022 | $484,000 | -6.2% | 7,284 | +1.2% | 0.20% | -9.5% |
| Q2 2022 | $516,000 | -8.8% | 7,198 | +0.2% | 0.22% | +12.2% |
| Q1 2022 | $566,000 | +7.8% | 7,181 | +10.6% | 0.20% | +5.9% |
| Q4 2021 | $525,000 | +9.1% | 6,493 | +0.2% | 0.18% | -4.1% |
| Q3 2021 | $481,000 | -1.6% | 6,479 | +0.2% | 0.19% | -6.8% |
| Q2 2021 | $489,000 | -4.9% | 6,466 | -8.3% | 0.21% | -17.2% |
| Q1 2021 | $514,000 | +13.7% | 7,052 | +0.2% | 0.25% | -7.7% |
| Q4 2020 | $452,000 | +16.5% | 7,040 | +0.2% | 0.27% | -5.6% |
| Q3 2020 | $388,000 | +6.9% | 7,024 | +0.2% | 0.29% | +11.7% |
| Q2 2020 | $363,000 | +15.2% | 7,007 | +0.2% | 0.26% | +11.3% |
| Q1 2020 | $315,000 | +751.4% | 6,992 | +999.4% | 0.23% | +755.6% |
| Q4 2019 | $37,000 | – | 636 | – | 0.03% | – |
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% |