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 | $292 | +2.5% | 4,130 | +5.2% | 0.12% | -4.6% |
| Q2 2023 | $285 | +88.7% | 3,925 | +90.5% | 0.13% | +92.6% |
| Q1 2023 | $151 | +179.6% | 2,060 | +186.1% | 0.07% | +151.9% |
| Q4 2022 | $54 | -99.9% | 720 | 0.0% | 0.03% | +12.5% |
| Q3 2022 | $48,000 | -7.7% | 720 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $52,000 | -8.8% | 720 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $57,000 | +78.1% | 720 | +80.0% | 0.02% | +90.9% |
| Q4 2021 | $32,000 | +6.7% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $30,000 | +3.4% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $29,000 | +190.0% | 400 | +166.7% | 0.01% | +175.0% |
| Q4 2020 | $10,000 | +11.1% | 150 | -11.8% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | – | 170 | – | 0.00% | – |
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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% |