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 | $123,830 | +0.9% | 1,750 | +3.6% | 0.22% | +4.4% |
| Q2 2023 | $122,728 | -1.5% | 1,690 | -0.8% | 0.21% | -5.5% |
| Q1 2023 | $124,591 | +102023.8% | 1,703 | +5.8% | 0.22% | -7.6% |
| Q4 2022 | $122 | -99.9% | 1,609 | -2.2% | 0.24% | +2.6% |
| Q3 2022 | $109,000 | -7.6% | 1,645 | 0.0% | 0.23% | -11.9% |
| Q2 2022 | $118,000 | -11.9% | 1,645 | -3.1% | 0.26% | -0.4% |
| Q1 2022 | $134,000 | +18.6% | 1,697 | +21.0% | 0.26% | +51.4% |
| Q4 2021 | $113,000 | +10.8% | 1,403 | +1.7% | 0.17% | +4.8% |
| Q3 2021 | $102,000 | +12.1% | 1,379 | +14.8% | 0.16% | +8.6% |
| Q2 2021 | $91,000 | +127.5% | 1,201 | +120.0% | 0.15% | +111.1% |
| Q1 2021 | $40,000 | – | 546 | +18100.0% | 0.07% | – |
| Q1 2020 | $0 | – | 3 | – | 0.00% | – |
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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% |