SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,758 | +2.1% | 53,111 | +4.8% | 1.73% | +5.2% |
| Q2 2023 | $3,682 | +1.7% | 50,700 | +2.4% | 1.65% | -4.6% |
| Q1 2023 | $3,621 | -27.3% | 49,495 | -24.9% | 1.73% | -30.3% |
| Q4 2022 | $4,980 | -99.8% | 65,919 | +75.4% | 2.48% | +72.9% |
| Q3 2022 | $2,497,000 | -7.2% | 37,592 | +0.0% | 1.43% | -20.8% |
| Q2 2022 | $2,691,000 | -65.5% | 37,575 | -62.0% | 1.81% | -56.3% |
| Q1 2022 | $7,805,000 | +22.7% | 98,933 | +24.1% | 4.14% | +35.6% |
| Q4 2021 | $6,359,000 | +6.4% | 79,738 | -1.7% | 3.06% | -25.4% |
| Q3 2021 | $5,975,000 | +5.8% | 81,134 | +7.6% | 4.10% | -2.6% |
| Q2 2021 | $5,645,000 | +10.7% | 75,402 | +7.8% | 4.21% | -4.6% |
| Q1 2021 | $5,099,000 | +338.8% | 69,921 | +286.0% | 4.41% | +381.6% |
| Q4 2020 | $1,162,000 | -8.4% | 18,114 | -21.0% | 0.92% | -23.7% |
| Q3 2020 | $1,269,000 | +4.5% | 22,940 | -2.2% | 1.20% | -2.7% |
| Q2 2020 | $1,214,000 | +0.6% | 23,454 | -2.1% | 1.23% | -2.3% |
| Q1 2020 | $1,207,000 | -81.3% | 23,948 | -78.5% | 1.26% | -77.4% |
| Q4 2019 | $6,459,000 | – | 111,513 | – | 5.59% | – |
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% |