SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $379,553 | +86953.4% | 5,227 | -12.3% | 0.00% | -20.0% |
Q1 2023 | $436 | -3.5% | 5,962 | -0.6% | 0.01% | 0.0% |
Q4 2022 | $452 | -99.9% | 5,995 | +6.5% | 0.01% | +25.0% |
Q3 2022 | $374,000 | -12.0% | 5,627 | -5.1% | 0.00% | -20.0% |
Q2 2022 | $425,000 | -6.6% | 5,927 | +2.8% | 0.01% | +25.0% |
Q1 2022 | $455,000 | -6.4% | 5,763 | -11.7% | 0.00% | +100.0% |
Q3 2021 | $486,000 | +128.2% | 6,526 | +132.9% | 0.00% | 0.0% |
Q2 2021 | $213,000 | +2.4% | 2,802 | -1.5% | 0.00% | 0.0% |
Q1 2021 | $208,000 | -38.5% | 2,845 | -45.8% | 0.00% | -50.0% |
Q4 2020 | $338,000 | +22.5% | 5,250 | +5.4% | 0.00% | 0.0% |
Q3 2020 | $276,000 | -12.7% | 4,982 | -29.1% | 0.00% | -33.3% |
Q1 2020 | $316,000 | -22.2% | 7,026 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $406,000 | +0.7% | 7,026 | -4.6% | 0.01% | 0.0% |
Q3 2019 | $403,000 | +3.3% | 7,361 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $390,000 | +7.4% | 7,361 | +5.8% | 0.01% | 0.0% |
Q1 2019 | $363,000 | +11.0% | 6,956 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $327,000 | -11.4% | 6,956 | 0.0% | 0.01% | +20.0% |
Q3 2018 | $369,000 | +7.6% | 6,956 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $343,000 | – | 6,956 | – | 0.01% | – |
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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% |