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 | $719,815 | +60.8% | 10,173 | +65.1% | 0.09% | +87.5% |
| Q2 2023 | $447,530 | -2.3% | 6,163 | -1.6% | 0.05% | -9.4% |
| Q1 2023 | $458,100 | -90.1% | 6,262 | -89.7% | 0.05% | -88.9% |
| Q4 2022 | $4,607,836 | +14.5% | 60,999 | +0.6% | 0.48% | +3.0% |
| Q3 2022 | $4,026,000 | -7.3% | 60,607 | 0.0% | 0.46% | +1.8% |
| Q2 2022 | $4,341,000 | -9.2% | 60,607 | 0.0% | 0.46% | -2.4% |
| Q1 2022 | $4,781,000 | -2.4% | 60,607 | 0.0% | 0.47% | +1.7% |
| Q4 2021 | $4,899,000 | +46.2% | 60,607 | +34.3% | 0.46% | +29.2% |
| Q3 2021 | $3,351,000 | -1.8% | 45,141 | +0.1% | 0.36% | -0.8% |
| Q2 2021 | $3,411,000 | +50.2% | 45,103 | +44.8% | 0.36% | +35.0% |
| Q1 2021 | $2,271,000 | – | 31,145 | – | 0.27% | – |
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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% |