SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $636,765 | -2.6% | 8,999 | 0.0% | 0.37% | -11.0% |
| Q2 2023 | $653,502 | -9.1% | 8,999 | -8.5% | 0.42% | -6.3% |
| Q1 2023 | $719,132 | -12.9% | 9,831 | -10.0% | 0.45% | -11.8% |
| Q4 2022 | $825,420 | +34.9% | 10,927 | +18.7% | 0.51% | +23.4% |
| Q3 2022 | $612,000 | -6.7% | 9,205 | +0.4% | 0.41% | -4.9% |
| Q2 2022 | $656,000 | +9.9% | 9,165 | +21.2% | 0.43% | +19.3% |
| Q1 2022 | $597,000 | -6.4% | 7,565 | -4.2% | 0.36% | -7.2% |
| Q4 2021 | $638,000 | +16.6% | 7,897 | +7.2% | 0.39% | +7.4% |
| Q3 2021 | $547,000 | -3.2% | 7,365 | -1.4% | 0.36% | -3.5% |
| Q2 2021 | $565,000 | +4.8% | 7,469 | +1.0% | 0.38% | +0.5% |
| Q1 2021 | $539,000 | +42.6% | 7,392 | +25.5% | 0.37% | +34.1% |
| Q4 2020 | $378,000 | -3.8% | 5,892 | -17.2% | 0.28% | -16.2% |
| Q3 2020 | $393,000 | +12.3% | 7,117 | +5.2% | 0.33% | +11.7% |
| Q2 2020 | $350,000 | +57.7% | 6,762 | +37.3% | 0.30% | +46.1% |
| Q1 2020 | $222,000 | -22.1% | 4,925 | 0.0% | 0.20% | -1.4% |
| Q4 2019 | $285,000 | +5.6% | 4,925 | 0.0% | 0.21% | -1.4% |
| Q3 2019 | $270,000 | +3.1% | 4,925 | 0.0% | 0.21% | -0.9% |
| Q2 2019 | $262,000 | +27.2% | 4,925 | +24.5% | 0.21% | +37.7% |
| Q1 2019 | $206,000 | +10.8% | 3,955 | 0.0% | 0.15% | +2.7% |
| Q4 2018 | $186,000 | -11.0% | 3,955 | 0.0% | 0.15% | +9.5% |
| Q3 2018 | $209,000 | +7.2% | 3,955 | 0.0% | 0.14% | 0.0% |
| Q2 2018 | $195,000 | +0.5% | 3,955 | 0.0% | 0.14% | -1.4% |
| Q1 2018 | $194,000 | -4.4% | 3,955 | 0.0% | 0.14% | +6.1% |
| Q4 2017 | $203,000 | +7.4% | 3,955 | -2.5% | 0.13% | +5.6% |
| Q3 2017 | $189,000 | +46.5% | 4,055 | +42.0% | 0.12% | +51.2% |
| Q2 2017 | $129,000 | -12.2% | 2,855 | -13.7% | 0.08% | -11.8% |
| Q1 2017 | $147,000 | -5.2% | 3,310 | -7.0% | 0.09% | +1.1% |
| Q4 2016 | $155,000 | +55.0% | 3,560 | +50.8% | 0.09% | +55.9% |
| Q3 2016 | $100,000 | +1.0% | 2,360 | -1.3% | 0.06% | +3.5% |
| Q2 2016 | $99,000 | – | 2,390 | – | 0.06% | – |
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% |