SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,258,202 | +40.2% | 17,781 | +43.9% | 0.00% | – |
| Q2 2023 | $897,295 | -17.0% | 12,356 | -16.4% | 0.00% | -100.0% |
| Q1 2023 | $1,081,203 | +103762.0% | 14,778 | +7.3% | 0.00% | 0.0% |
| Q4 2022 | $1,041 | -99.9% | 13,778 | +16.3% | 0.00% | 0.0% |
| Q3 2022 | $787,000 | +10.5% | 11,846 | +19.2% | 0.00% | 0.0% |
| Q2 2022 | $712,000 | -20.6% | 9,939 | -12.6% | 0.00% | 0.0% |
| Q1 2022 | $897,000 | +5.3% | 11,369 | +7.8% | 0.00% | – |
| Q4 2021 | $852,000 | -2.6% | 10,544 | -10.5% | 0.00% | -100.0% |
| Q3 2021 | $875,000 | +8.0% | 11,781 | +10.0% | 0.00% | 0.0% |
| Q2 2021 | $810,000 | -23.4% | 10,714 | -26.1% | 0.00% | 0.0% |
| Q1 2021 | $1,058,000 | +58.1% | 14,505 | +39.0% | 0.00% | 0.0% |
| Q4 2020 | $669,000 | +2.6% | 10,434 | -11.4% | 0.00% | 0.0% |
| Q3 2020 | $652,000 | -39.5% | 11,782 | -43.5% | 0.00% | 0.0% |
| Q2 2020 | $1,078,000 | -2.4% | 20,837 | +9.4% | 0.00% | 0.0% |
| Q4 2019 | $1,104,000 | +347.0% | 19,054 | +303.5% | 0.00% | – |
| Q1 2019 | $247,000 | – | 4,722 | – | 0.00% | – |
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% |