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 | $437,130 | +69.1% | 6,178 | +80.5% | 0.10% | +56.5% |
Q2 2023 | $258,498 | 0.0% | 3,422 | 0.0% | 0.06% | -1.6% |
Q1 2023 | $258,498 | 0.0% | 3,422 | 0.0% | 0.06% | +1.6% |
Q4 2022 | $258,498 | +22.5% | 3,422 | +13.3% | 0.06% | +14.8% |
Q3 2022 | $211,000 | +35.3% | 3,021 | +39.7% | 0.05% | +38.5% |
Q2 2022 | $156,000 | -23.5% | 2,162 | -16.5% | 0.04% | -17.0% |
Q1 2022 | $204,000 | +12.1% | 2,588 | +14.7% | 0.05% | +6.8% |
Q4 2021 | $182,000 | +9.0% | 2,256 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $167,000 | -2.3% | 2,256 | 0.0% | 0.04% | -2.2% |
Q2 2021 | $171,000 | +3.6% | 2,256 | 0.0% | 0.04% | -6.2% |
Q1 2021 | $165,000 | +42.2% | 2,256 | +24.7% | 0.05% | +29.7% |
Q4 2020 | $116,000 | +50.6% | 1,809 | +30.0% | 0.04% | +146.7% |
Q3 2020 | $77,000 | +79.1% | 1,392 | +68.5% | 0.02% | -6.2% |
Q2 2020 | $43,000 | +186.7% | 826 | +154.9% | 0.02% | +128.6% |
Q1 2020 | $15,000 | -21.1% | 324 | +1.2% | 0.01% | -12.5% |
Q4 2019 | $19,000 | -24.0% | 320 | -31.0% | 0.01% | -11.1% |
Q3 2019 | $25,000 | +4.2% | 464 | +0.9% | 0.01% | -10.0% |
Q2 2019 | $24,000 | 0.0% | 460 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $24,000 | -80.0% | 460 | -82.1% | 0.01% | -83.1% |
Q4 2018 | $120,000 | – | 2,563 | – | 0.06% | – |
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% |