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 | $249,641 | -10.9% | 3,528 | -4.9% | 0.02% | -8.3% |
Q4 2022 | $280,253 | +0.8% | 3,710 | -11.5% | 0.02% | -7.7% |
Q3 2022 | $278,000 | -7.3% | 4,190 | +0.1% | 0.03% | 0.0% |
Q2 2022 | $300,000 | +2.4% | 4,187 | +12.9% | 0.03% | +18.2% |
Q1 2022 | $293,000 | -29.4% | 3,710 | -27.8% | 0.02% | -24.1% |
Q4 2021 | $415,000 | +50.9% | 5,140 | +38.5% | 0.03% | +45.0% |
Q3 2021 | $275,000 | -38.6% | 3,710 | -57.6% | 0.02% | -55.6% |
Q4 2017 | $448,000 | +7.2% | 8,750 | -2.0% | 0.04% | +4.7% |
Q3 2017 | $418,000 | – | 8,930 | – | 0.04% | – |
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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% |