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 | $6,186,513 | +0.5% | 87,430 | +3.2% | 0.86% | -3.3% |
| Q2 2023 | $6,155,181 | +7.8% | 84,759 | +7.3% | 0.88% | -3.6% |
| Q1 2023 | $5,710,417 | +70.9% | 78,982 | +78.6% | 0.92% | +40.6% |
| Q4 2022 | $3,341,500 | +20.8% | 44,235 | +6.3% | 0.65% | +11.6% |
| Q3 2022 | $2,766,000 | -9.5% | 41,631 | -2.4% | 0.58% | -9.4% |
| Q2 2022 | $3,056,000 | +25.2% | 42,670 | +39.6% | 0.65% | +44.5% |
| Q1 2022 | $2,441,000 | +14.0% | 30,568 | +13.3% | 0.45% | +28.4% |
| Q4 2021 | $2,142,000 | +203.4% | 26,987 | +188.3% | 0.35% | +174.0% |
| Q3 2021 | $706,000 | 0.0% | 9,360 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $706,000 | +48.6% | 9,360 | +43.6% | 0.13% | +35.1% |
| Q1 2021 | $475,000 | +13.9% | 6,517 | +0.3% | 0.09% | +9.3% |
| Q4 2020 | $417,000 | – | 6,499 | – | 0.09% | – |
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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% |