SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,427 | -5.2% | 5,292 | -2.7% | 0.04% | -9.3% |
| Q2 2023 | $395,093 | -23.0% | 5,441 | -22.4% | 0.04% | -21.8% |
| Q1 2023 | $513,283 | +0.2% | 7,016 | +3.5% | 0.06% | -5.2% |
| Q4 2022 | $512,291 | -13.6% | 6,782 | -24.1% | 0.06% | -15.9% |
| Q3 2022 | $593,000 | -10.3% | 8,932 | -3.2% | 0.07% | 0.0% |
| Q2 2022 | $661,000 | -29.2% | 9,228 | -22.1% | 0.07% | -17.9% |
| Q1 2022 | $934,000 | +231.2% | 11,845 | +240.0% | 0.08% | +300.0% |
| Q4 2021 | $282,000 | -4.7% | 3,484 | -12.6% | 0.02% | -12.5% |
| Q3 2021 | $296,000 | +13.8% | 3,986 | +16.0% | 0.02% | +9.1% |
| Q2 2021 | $260,000 | +8.3% | 3,437 | +4.5% | 0.02% | 0.0% |
| Q1 2021 | $240,000 | – | 3,289 | – | 0.02% | – |
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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% |