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 | $236,517 | -6.0% | 3,342 | +0.0% | 0.03% | 0.0% |
| Q2 2023 | $251,681 | +3.7% | 3,341 | -0.0% | 0.03% | 0.0% |
| Q1 2023 | $242,720 | -98.8% | 3,342 | -98.8% | 0.03% | -98.9% |
| Q4 2022 | $20,435,812 | +12.0% | 270,530 | -1.5% | 2.68% | -10.1% |
| Q3 2022 | $18,239,000 | -4.3% | 274,568 | +3.2% | 2.98% | +5.4% |
| Q2 2022 | $19,061,000 | -6.4% | 266,108 | +3.0% | 2.83% | +7.7% |
| Q1 2022 | $20,375,000 | -0.8% | 258,272 | +1.6% | 2.63% | -1.6% |
| Q4 2021 | $20,539,000 | +12.8% | 254,098 | +3.6% | 2.67% | +9.5% |
| Q3 2021 | $18,204,000 | +3.4% | 245,207 | +5.4% | 2.44% | +0.2% |
| Q2 2021 | $17,599,000 | +9.4% | 232,727 | +5.5% | 2.44% | +5.0% |
| Q1 2021 | $16,085,000 | – | 220,585 | – | 2.32% | – |
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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% |