SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,466,922 | -0.8% | 176,186 | +1.8% | 1.62% | +3.3% |
| Q2 2023 | $12,567,494 | +1.9% | 173,058 | +2.6% | 1.57% | -4.0% |
| Q1 2023 | $12,334,638 | +3.6% | 168,598 | +7.0% | 1.63% | -2.4% |
| Q4 2022 | $11,907,321 | +60.7% | 157,629 | +41.3% | 1.67% | +39.3% |
| Q3 2022 | $7,408,000 | +13.6% | 111,522 | +22.5% | 1.20% | +18.3% |
| Q2 2022 | $6,522,000 | +3.3% | 91,055 | +13.7% | 1.02% | +14.9% |
| Q1 2022 | $6,316,000 | +3.2% | 80,065 | +5.8% | 0.88% | +2.0% |
| Q4 2021 | $6,119,000 | +9.3% | 75,705 | +0.4% | 0.87% | -0.6% |
| Q3 2021 | $5,599,000 | -1.0% | 75,412 | +0.8% | 0.87% | -1.8% |
| Q2 2021 | $5,657,000 | +5.5% | 74,808 | +1.7% | 0.89% | +1.7% |
| Q1 2021 | $5,363,000 | +13.8% | 73,550 | +0.1% | 0.87% | +3.7% |
| Q4 2020 | $4,713,000 | +21.4% | 73,475 | +4.6% | 0.84% | +14.9% |
| Q3 2020 | $3,883,000 | +13.5% | 70,223 | +6.3% | 0.73% | +5.5% |
| Q2 2020 | $3,420,000 | – | 66,085 | – | 0.70% | – |
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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% |