SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $2,591,000 | -1.7% | 32,606 | 0.0% | 0.32% | +3.5% |
Q4 2021 | $2,636,000 | +8.9% | 32,606 | 0.0% | 0.31% | +1.0% |
Q3 2021 | $2,421,000 | -1.8% | 32,606 | 0.0% | 0.31% | -1.6% |
Q2 2021 | $2,466,000 | +1197.9% | 32,606 | +1151.2% | 0.32% | +1115.4% |
Q1 2021 | $190,000 | +13.8% | 2,606 | 0.0% | 0.03% | +8.3% |
Q4 2020 | $167,000 | +19.3% | 2,606 | +3.2% | 0.02% | +14.3% |
Q3 2020 | $140,000 | +6.9% | 2,525 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $131,000 | +14.9% | 2,525 | 0.0% | 0.02% | 0.0% |
Q1 2020 | $114,000 | -32.9% | 2,525 | -13.9% | 0.02% | -19.2% |
Q4 2019 | $170,000 | +23.2% | 2,933 | +16.2% | 0.03% | +13.0% |
Q3 2019 | $138,000 | +3.0% | 2,525 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $134,000 | +570.0% | 2,525 | +501.2% | 0.02% | +283.3% |
Q3 2017 | $20,000 | – | 420 | – | 0.01% | – |
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% |