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 | $2,610,933 | -4.1% | 36,898 | -1.6% | 0.34% | -3.1% |
| Q2 2023 | $2,722,712 | -49.3% | 37,493 | -49.0% | 0.36% | -49.6% |
| Q1 2023 | $5,374,392 | -0.8% | 73,461 | +2.4% | 0.70% | -3.6% |
| Q4 2022 | $5,417,767 | +20.4% | 71,721 | +5.9% | 0.73% | +13.0% |
| Q3 2022 | $4,498,000 | -1.5% | 67,704 | +6.2% | 0.65% | +8.7% |
| Q2 2022 | $4,567,000 | -9.6% | 63,753 | -0.4% | 0.60% | +6.1% |
| Q1 2022 | $5,050,000 | -3.7% | 64,017 | -1.4% | 0.56% | +0.2% |
| Q4 2021 | $5,245,000 | +16.0% | 64,895 | +6.5% | 0.56% | +3.1% |
| Q3 2021 | $4,523,000 | -2.0% | 60,925 | -0.2% | 0.54% | -7.5% |
| Q2 2021 | $4,617,000 | -7.0% | 61,052 | -10.3% | 0.59% | -11.3% |
| Q1 2021 | $4,963,000 | +35.6% | 68,060 | +19.3% | 0.66% | +26.3% |
| Q4 2020 | $3,660,000 | +6.9% | 57,057 | -7.8% | 0.52% | -2.4% |
| Q3 2020 | $3,423,000 | +2.6% | 61,898 | -4.0% | 0.54% | -11.2% |
| Q2 2020 | $3,337,000 | +7.6% | 64,490 | -6.4% | 0.60% | +2.0% |
| Q1 2020 | $3,101,000 | -17.3% | 68,933 | +6.5% | 0.59% | -10.2% |
| Q4 2019 | $3,748,000 | +3.8% | 64,710 | -1.8% | 0.66% | -3.9% |
| Q3 2019 | $3,611,000 | +1.9% | 65,918 | -1.3% | 0.69% | +2.8% |
| Q2 2019 | $3,545,000 | -0.4% | 66,808 | -1.8% | 0.67% | -14.6% |
| Q1 2019 | $3,558,000 | +8.5% | 68,061 | -2.5% | 0.78% | -3.7% |
| Q4 2018 | $3,280,000 | +657.5% | 69,838 | +755.8% | 0.81% | +680.8% |
| Q3 2018 | $433,000 | +8.0% | 8,161 | +0.3% | 0.10% | -1.0% |
| Q2 2018 | $401,000 | +45.8% | 8,136 | +45.2% | 0.10% | +40.0% |
| Q1 2018 | $275,000 | – | 5,605 | – | 0.08% | – |
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% |