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 | $1,035 | -2.5% | 14,625 | 0.0% | 0.35% | -2.7% |
| Q2 2023 | $1,062 | -0.7% | 14,625 | 0.0% | 0.36% | -0.3% |
| Q1 2023 | $1,070 | -3.2% | 14,625 | 0.0% | 0.36% | -5.4% |
| Q4 2022 | $1,105 | -99.9% | 14,625 | 0.0% | 0.39% | -1.8% |
| Q3 2022 | $972,000 | -7.3% | 14,625 | 0.0% | 0.39% | +0.5% |
| Q2 2022 | $1,048,000 | -9.2% | 14,625 | 0.0% | 0.39% | -3.5% |
| Q1 2022 | $1,154,000 | -2.4% | 14,625 | 0.0% | 0.40% | +9.8% |
| Q4 2021 | $1,182,000 | +8.8% | 14,625 | 0.0% | 0.37% | +2.5% |
| Q3 2021 | $1,086,000 | +10.3% | 14,625 | +12.3% | 0.36% | +4.3% |
| Q2 2021 | $985,000 | +3.7% | 13,025 | 0.0% | 0.34% | -2.8% |
| Q1 2021 | $950,000 | +39.5% | 13,025 | +22.6% | 0.36% | +29.6% |
| Q4 2020 | $681,000 | +150.4% | 10,625 | +115.7% | 0.27% | +110.8% |
| Q3 2020 | $272,000 | +27.7% | 4,925 | +34.0% | 0.13% | +62.5% |
| Q4 2019 | $213,000 | +6.0% | 3,675 | 0.0% | 0.08% | +5.3% |
| Q3 2019 | $201,000 | -1.0% | 3,675 | -7.5% | 0.08% | +35.7% |
| Q4 2017 | $203,000 | – | 3,975 | – | 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% |