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 2023 | $2,782,300 | -16.7% | 39,320 | -14.5% | 0.12% | -20.4% |
| Q2 2023 | $3,341,063 | -46.4% | 46,008 | -46.0% | 0.16% | -50.5% |
| Q1 2023 | $6,231,786 | +4.9% | 85,180 | +8.3% | 0.32% | -6.5% |
| Q4 2022 | $5,939,705 | +18.4% | 78,630 | +4.1% | 0.34% | +5.3% |
| Q3 2022 | $5,018,000 | -11.3% | 75,539 | -4.4% | 0.32% | -12.0% |
| Q2 2022 | $5,660,000 | -11.0% | 79,022 | -2.0% | 0.37% | +5.5% |
| Q1 2022 | $6,360,000 | +4.3% | 80,624 | +6.8% | 0.35% | +11.9% |
| Q4 2021 | $6,099,000 | +13.0% | 75,457 | +3.7% | 0.31% | +1.3% |
| Q3 2021 | $5,399,000 | +25.6% | 72,730 | +28.0% | 0.31% | +24.4% |
| Q2 2021 | $4,297,000 | +13.2% | 56,825 | +9.2% | 0.25% | +3.4% |
| Q1 2021 | $3,796,000 | +17.1% | 52,060 | +3.0% | 0.24% | +9.2% |
| Q4 2020 | $3,243,000 | +37.4% | 50,566 | +18.5% | 0.22% | +20.4% |
| Q3 2020 | $2,361,000 | +4.2% | 42,686 | -2.5% | 0.18% | -1.6% |
| Q2 2020 | $2,266,000 | +27.9% | 43,778 | +11.2% | 0.18% | +5.7% |
| Q1 2020 | $1,772,000 | -29.0% | 39,385 | -8.6% | 0.17% | +1.8% |
| Q4 2019 | $2,496,000 | +34.5% | 43,102 | +27.2% | 0.17% | +28.6% |
| Q3 2019 | $1,856,000 | +5.9% | 33,882 | +2.6% | 0.13% | +1.5% |
| Q2 2019 | $1,753,000 | -38.5% | 33,026 | -39.4% | 0.13% | +14.9% |
| Q1 2019 | $2,850,000 | +160.8% | 54,532 | +134.3% | 0.11% | +15.2% |
| Q4 2018 | $1,093,000 | -13.0% | 23,272 | -1.8% | 0.10% | -2.0% |
| Q3 2018 | $1,256,000 | +9.3% | 23,700 | +1.7% | 0.10% | +2.0% |
| Q2 2018 | $1,149,000 | +0.5% | 23,309 | 0.0% | 0.10% | +1.0% |
| Q1 2018 | $1,143,000 | -26.9% | 23,309 | -23.7% | 0.10% | -27.4% |
| Q4 2017 | $1,563,000 | +9.5% | 30,549 | +0.2% | 0.14% | +9.8% |
| Q3 2017 | $1,427,000 | +3.7% | 30,502 | -0.0% | 0.12% | +1.7% |
| Q2 2017 | $1,376,000 | +6.3% | 30,515 | +5.2% | 0.12% | +6.1% |
| Q1 2017 | $1,294,000 | +407.5% | 29,016 | +396.0% | 0.11% | +375.0% |
| Q4 2016 | $255,000 | +2.8% | 5,850 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $248,000 | +2.5% | 5,850 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $242,000 | – | 5,850 | – | 0.02% | – |
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% |