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 | $46,277,618 | -2.7% | 654,008 | -0.1% | 0.86% | +4.2% |
Q2 2023 | $47,539,566 | +0.6% | 654,635 | +1.3% | 0.82% | -14.7% |
Q1 2023 | $47,276,340 | +1.7% | 646,205 | +5.0% | 0.97% | -4.5% |
Q4 2022 | $46,469,302 | +20.1% | 615,162 | +5.6% | 1.01% | +14.1% |
Q3 2022 | $38,707,000 | +5.1% | 582,673 | +13.3% | 0.89% | +10.6% |
Q2 2022 | $36,846,000 | +5.3% | 514,391 | +16.0% | 0.80% | +29.7% |
Q1 2022 | $34,994,000 | +22.5% | 443,575 | +25.5% | 0.62% | +25.6% |
Q4 2021 | $28,561,000 | +24.0% | 353,342 | +13.9% | 0.49% | +16.3% |
Q3 2021 | $23,027,000 | +16.0% | 310,170 | +18.1% | 0.42% | +18.1% |
Q2 2021 | $19,859,000 | +15.9% | 262,618 | +11.8% | 0.36% | +9.8% |
Q1 2021 | $17,130,000 | +39.5% | 234,910 | +22.7% | 0.33% | +31.3% |
Q4 2020 | $12,280,000 | +56.0% | 191,458 | +34.5% | 0.25% | +33.2% |
Q3 2020 | $7,870,000 | +168.4% | 142,313 | +151.2% | 0.19% | +159.7% |
Q2 2020 | $2,932,000 | +75.5% | 56,663 | +52.6% | 0.07% | +41.2% |
Q1 2020 | $1,671,000 | +21.5% | 37,140 | +56.4% | 0.05% | +70.0% |
Q4 2019 | $1,375,000 | +9.8% | 23,745 | +3.9% | 0.03% | +3.4% |
Q3 2019 | $1,252,000 | +28.4% | 22,851 | +24.4% | 0.03% | +26.1% |
Q2 2019 | $975,000 | +9.8% | 18,373 | +8.1% | 0.02% | +15.0% |
Q1 2019 | $888,000 | +11.0% | 16,993 | -0.2% | 0.02% | -4.8% |
Q4 2018 | $800,000 | -17.1% | 17,031 | -6.4% | 0.02% | +5.0% |
Q3 2018 | $965,000 | +7.3% | 18,203 | -0.2% | 0.02% | +11.1% |
Q2 2018 | $899,000 | +0.7% | 18,232 | +0.1% | 0.02% | +5.9% |
Q1 2018 | $893,000 | +21.5% | 18,209 | +26.8% | 0.02% | +21.4% |
Q4 2017 | $735,000 | +15.9% | 14,357 | +5.9% | 0.01% | +16.7% |
Q3 2017 | $634,000 | +16.8% | 13,553 | +12.6% | 0.01% | +20.0% |
Q2 2017 | $543,000 | +71.8% | 12,039 | +69.6% | 0.01% | +66.7% |
Q1 2017 | $316,000 | – | 7,099 | – | 0.01% | – |
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% |