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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $205,469 | -4.4% | 2,720 | 0.0% | 0.02% | +5.6% |
| Q1 2022 | $215,000 | -2.3% | 2,720 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $220,000 | +8.9% | 2,720 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $202,000 | -1.9% | 2,720 | 0.0% | 0.02% | -14.3% |
| Q2 2021 | $206,000 | -16.6% | 2,720 | -50.5% | 0.02% | -38.2% |
| Q1 2020 | $247,000 | -22.3% | 5,498 | 0.0% | 0.03% | -5.6% |
| Q4 2019 | $318,000 | +5.6% | 5,498 | 0.0% | 0.04% | -7.7% |
| Q3 2019 | $301,000 | +3.1% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $292,000 | +1.7% | 5,498 | 0.0% | 0.04% | -2.5% |
| Q1 2019 | $287,000 | +11.2% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $258,000 | -11.3% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $291,000 | +7.4% | 5,498 | 0.0% | 0.04% | +5.3% |
| Q2 2018 | $271,000 | +0.4% | 5,498 | 0.0% | 0.04% | -2.6% |
| Q1 2018 | $270,000 | -3.9% | 5,498 | 0.0% | 0.04% | -2.5% |
| Q4 2017 | $281,000 | +9.3% | 5,498 | 0.0% | 0.04% | +8.1% |
| Q3 2017 | $257,000 | +3.6% | 5,498 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $248,000 | +1.2% | 5,498 | 0.0% | 0.04% | -2.6% |
| Q1 2017 | $245,000 | – | 5,498 | – | 0.04% | – |
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% |