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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $205,000 | -7.2% | 3,088 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $221,000 | -9.4% | 3,088 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $244,000 | +275.4% | 3,088 | +286.0% | 0.01% | +400.0% |
Q4 2021 | $65,000 | +10.2% | 800 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $59,000 | -14.5% | 800 | -35.5% | 0.00% | -50.0% |
Q3 2020 | $69,000 | +7.8% | 1,241 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $64,000 | -37.3% | 1,241 | -45.3% | 0.00% | -33.3% |
Q1 2020 | $102,000 | -50.0% | 2,267 | -35.5% | 0.00% | -40.0% |
Q4 2019 | $204,000 | -30.1% | 3,517 | -34.0% | 0.01% | -37.5% |
Q3 2019 | $292,000 | +3.2% | 5,327 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $283,000 | +97.9% | 5,327 | +94.3% | 0.01% | +100.0% |
Q1 2019 | $143,000 | +10.9% | 2,741 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $129,000 | -18.9% | 2,741 | -8.7% | 0.00% | -20.0% |
Q3 2018 | $159,000 | +7.4% | 3,002 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $148,000 | +0.7% | 3,002 | 0.0% | 0.01% | +25.0% |
Q1 2018 | $147,000 | -4.5% | 3,002 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $154,000 | +10.0% | 3,002 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $140,000 | -0.7% | 3,002 | -4.0% | 0.00% | -20.0% |
Q2 2017 | $141,000 | +1.4% | 3,127 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $139,000 | +6.9% | 3,127 | +4.7% | 0.01% | +25.0% |
Q4 2016 | $130,000 | +3.2% | 2,987 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $126,000 | +1.6% | 2,987 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $124,000 | -8.8% | 2,987 | -12.0% | 0.00% | -20.0% |
Q1 2016 | $136,000 | – | 3,396 | – | 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% |