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 | $6,651 | -2.6% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,826 | -0.7% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,877 | -3.2% | 94 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,101 | -45.4% | 94 | -51.5% | 0.00% | -50.0% |
| Q3 2022 | $13,000 | +85.7% | 194 | +106.4% | 0.00% | +100.0% |
| Q2 2022 | $7,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 94 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | +14.3% | 94 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +16.7% | 94 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -20.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | – | 94 | – | 0.00% | – |
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% |