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 | $384,835,249 | +12.9% | 5,438,169 | +15.8% | 0.57% | -7.0% |
Q2 2023 | $340,935,996 | -0.1% | 4,695,571 | +0.7% | 0.61% | -4.7% |
Q1 2023 | $341,308,361 | +2.3% | 4,664,573 | +5.6% | 0.64% | -5.0% |
Q4 2022 | $333,591,411 | +36.3% | 4,415,918 | +19.9% | 0.68% | +20.9% |
Q3 2022 | $244,768,000 | +7.1% | 3,684,448 | +15.5% | 0.56% | +10.9% |
Q2 2022 | $228,624,000 | +11.3% | 3,189,035 | +9.3% | 0.50% | +26.3% |
Q1 2022 | $205,504,000 | +1.2% | 2,917,027 | +16.1% | 0.40% | +3.9% |
Q4 2021 | $203,069,000 | +17.9% | 2,512,144 | +8.4% | 0.38% | +7.0% |
Q3 2021 | $172,282,000 | +6.5% | 2,318,471 | +8.4% | 0.36% | +2.6% |
Q2 2021 | $161,828,000 | +18.8% | 2,139,289 | +14.5% | 0.35% | +6.7% |
Q1 2021 | $136,269,000 | +41.6% | 1,867,894 | +24.5% | 0.33% | +27.6% |
Q4 2020 | $96,246,000 | +35.4% | 1,500,507 | +16.7% | 0.26% | +20.7% |
Q3 2020 | $71,061,000 | +9.6% | 1,286,286 | +2.6% | 0.21% | -2.3% |
Q2 2020 | $64,862,000 | +42.7% | 1,253,268 | -82.8% | 0.22% | +17.2% |
Q1 2020 | $45,439,000 | – | 7,266,867 | – | 0.19% | – |
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% |