SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 771 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.93 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,411,705 | -23.8% | 48,215 | -21.8% | 0.25% | -21.3% |
| Q2 2023 | $4,475,408 | -31.5% | 61,628 | -31.0% | 0.32% | -31.4% |
| Q1 2023 | $6,534,868 | +18.3% | 89,323 | +22.1% | 0.46% | +9.4% |
| Q4 2022 | $5,524,464 | +11.6% | 73,132 | -1.9% | 0.42% | +2.9% |
| Q3 2022 | $4,950,000 | +19.4% | 74,518 | +28.8% | 0.41% | +25.2% |
| Q2 2022 | $4,144,000 | +140.7% | 57,847 | +165.1% | 0.33% | +187.0% |
| Q1 2022 | $1,722,000 | -49.3% | 21,822 | -48.0% | 0.12% | -48.0% |
| Q4 2021 | $3,394,000 | +145.4% | 41,990 | +129.7% | 0.22% | +102.8% |
| Q2 2021 | $1,383,000 | +86.1% | 18,284 | +79.6% | 0.11% | +51.4% |
| Q1 2021 | $743,000 | +13.6% | 10,183 | -0.1% | 0.07% | +5.9% |
| Q4 2020 | $654,000 | +3.0% | 10,195 | -11.2% | 0.07% | +38.8% |
| Q3 2020 | $635,000 | +10.8% | 11,480 | +16.1% | 0.05% | -31.9% |
| Q4 2019 | $573,000 | – | 9,885 | – | 0.07% | – |
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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% |