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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $744,394 | +11.2% | 13,157 | +11.0% | 0.15% | +22.2% |
| Q2 2023 | $669,404 | +9.1% | 11,856 | +7.5% | 0.13% | +1.6% |
| Q1 2023 | $613,751 | +11.8% | 11,028 | +11.3% | 0.12% | +67.6% |
| Q4 2022 | $548,959 | +43.3% | 9,907 | +71.6% | 0.07% | -20.4% |
| Q3 2022 | $383,000 | +102.6% | 5,772 | +118.6% | 0.09% | +144.7% |
| Q2 2022 | $189,000 | +45.4% | 2,641 | +59.8% | 0.04% | +65.2% |
| Q1 2022 | $130,000 | -57.1% | 1,653 | -55.8% | 0.02% | -54.0% |
| Q4 2021 | $303,000 | +1162.5% | 3,740 | +15.3% | 0.05% | +1150.0% |
| Q3 2021 | $24,000 | -78.6% | 3,244 | +119.2% | 0.00% | -80.0% |
| Q2 2021 | $112,000 | +166.7% | 1,480 | +158.3% | 0.02% | +100.0% |
| Q1 2021 | $42,000 | +13.5% | 573 | +0.2% | 0.01% | +11.1% |
| Q4 2020 | $37,000 | – | 572 | – | 0.01% | – |
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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% |