SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 523 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,819,565 | -11.7% | 96,376 | -9.4% | 0.76% | -9.4% |
| Q2 2023 | $7,723,500 | -19.1% | 106,355 | -18.5% | 0.84% | -23.2% |
| Q1 2023 | $9,551,550 | -1.7% | 130,557 | +1.5% | 1.10% | -14.2% |
| Q4 2022 | $9,712,555 | +14.7% | 128,575 | +0.8% | 1.28% | +4.3% |
| Q3 2022 | $8,470,000 | +0.7% | 127,498 | +8.6% | 1.22% | +6.0% |
| Q2 2022 | $8,411,000 | +38.6% | 117,428 | +56.4% | 1.15% | +75.1% |
| Q4 2021 | $6,068,000 | +69.4% | 75,066 | +55.6% | 0.66% | +34.2% |
| Q3 2021 | $3,581,000 | +116.1% | 48,233 | +55.6% | 0.49% | +10.3% |
| Q2 2019 | $1,657,000 | +15.4% | 30,993 | +14.4% | 0.44% | -10.3% |
| Q3 2018 | $1,436,000 | – | 27,096 | – | 0.50% | – |
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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% |