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 | $3,888,020 | -7.2% | 54,947 | -4.7% | 0.01% | 0.0% |
| Q2 2023 | $4,188,150 | -7.1% | 57,672 | -6.4% | 0.01% | -12.5% |
| Q1 2023 | $4,506,540 | -12.2% | 61,598 | -9.3% | 0.01% | -27.3% |
| Q4 2022 | $5,131,840 | +36.8% | 67,934 | +20.3% | 0.01% | +37.5% |
| Q3 2022 | $3,751,000 | +11.3% | 56,462 | +20.1% | 0.01% | +14.3% |
| Q2 2022 | $3,371,000 | +1.6% | 46,999 | +11.7% | 0.01% | 0.0% |
| Q1 2022 | $3,318,000 | -16.0% | 42,094 | -13.7% | 0.01% | 0.0% |
| Q4 2021 | $3,951,000 | +5.1% | 48,780 | -3.7% | 0.01% | -12.5% |
| Q3 2021 | $3,761,000 | +9.4% | 50,656 | +11.3% | 0.01% | 0.0% |
| Q2 2021 | $3,439,000 | +3.4% | 45,519 | -12.2% | 0.01% | 0.0% |
| Q1 2021 | $3,327,000 | 0.0% | 51,841 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $3,327,000 | -12.9% | 51,841 | -24.9% | 0.01% | -18.2% |
| Q3 2020 | $3,819,000 | +660.8% | 69,050 | +609.3% | 0.01% | +450.0% |
| Q2 2020 | $502,000 | -50.3% | 9,735 | -56.8% | 0.00% | -50.0% |
| Q1 2020 | $1,010,000 | +65.8% | 22,516 | +115.5% | 0.00% | +100.0% |
| Q4 2019 | $609,000 | +15.3% | 10,446 | +7.6% | 0.00% | +100.0% |
| Q3 2019 | $528,000 | +3.9% | 9,712 | +1.3% | 0.00% | -50.0% |
| Q2 2019 | $508,000 | -0.8% | 9,591 | -2.4% | 0.00% | 0.0% |
| Q1 2019 | $512,000 | +6.2% | 9,830 | -5.0% | 0.00% | 0.0% |
| Q4 2018 | $482,000 | +731.0% | 10,343 | +860.4% | 0.00% | – |
| Q3 2018 | $58,000 | -72.5% | 1,077 | -74.8% | 0.00% | -100.0% |
| Q2 2018 | $211,000 | +9.3% | 4,277 | +8.3% | 0.00% | 0.0% |
| Q1 2018 | $193,000 | +10.3% | 3,948 | +15.5% | 0.00% | 0.0% |
| Q4 2017 | $175,000 | +1.7% | 3,419 | -7.0% | 0.00% | 0.0% |
| Q3 2017 | $172,000 | +13.9% | 3,676 | +9.3% | 0.00% | 0.0% |
| Q2 2017 | $151,000 | +20.8% | 3,363 | +20.2% | 0.00% | 0.0% |
| Q1 2017 | $125,000 | +1.6% | 2,797 | -1.0% | 0.00% | 0.0% |
| Q4 2016 | $123,000 | +1950.0% | 2,824 | +1782.7% | 0.00% | – |
| Q3 2016 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2016 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2016 | $6,000 | -87.2% | 150 | -87.7% | 0.00% | – |
| Q4 2015 | $47,000 | -31.9% | 1,216 | -36.7% | 0.00% | -100.0% |
| Q3 2015 | $69,000 | -6.8% | 1,920 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $74,000 | -1.3% | 1,920 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $75,000 | – | 1,920 | – | 0.00% | – |
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% |