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 2021 | $35,000 | -2.8% | 483 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $36,000 | +5.9% | 479 | +0.6% | 0.01% | -14.3% |
| Q1 2021 | $34,000 | +13.3% | 476 | +0.6% | 0.01% | 0.0% |
| Q4 2020 | $30,000 | +20.0% | 473 | +1.1% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | +4.2% | 468 | +0.9% | 0.01% | +16.7% |
| Q2 2020 | $24,000 | +20.0% | 464 | +0.9% | 0.01% | 0.0% |
| Q1 2020 | $20,000 | -23.1% | 460 | +0.9% | 0.01% | -14.3% |
| Q4 2019 | $26,000 | +8.3% | 456 | +2.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | +4.3% | 447 | +0.7% | 0.01% | 0.0% |
| Q2 2019 | $23,000 | 0.0% | 444 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $23,000 | +15.0% | 444 | +0.7% | 0.01% | 0.0% |
| Q4 2018 | $20,000 | – | 441 | – | 0.01% | – |
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% |