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 | ||||
---|---|---|---|---|---|---|
Q1 2021 | $2,134,000 | +14.4% | 29,270 | +0.7% | 0.98% | +9.8% |
Q4 2020 | $1,865,000 | +17.1% | 29,071 | +0.9% | 0.90% | +29.7% |
Q3 2020 | $1,593,000 | +7.9% | 28,800 | +1.0% | 0.69% | +8.3% |
Q2 2020 | $1,476,000 | +16.0% | 28,520 | +0.9% | 0.64% | +1.1% |
Q1 2020 | $1,272,000 | -22.7% | 28,277 | +1.0% | 0.63% | -7.5% |
Q4 2019 | $1,645,000 | +9.1% | 28,006 | +1.7% | 0.68% | +4.1% |
Q3 2019 | $1,508,000 | +4.0% | 27,536 | +0.8% | 0.65% | +2.3% |
Q2 2019 | $1,450,000 | – | 27,320 | – | 0.64% | – |
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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% |