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 | $15,903,664 | +1.2% | 224,755 | +3.8% | 0.20% | +9.4% |
| Q2 2023 | $15,717,437 | +1.1% | 216,434 | +1.9% | 0.18% | -0.6% |
| Q1 2023 | $15,544,013 | -5.0% | 212,466 | -1.9% | 0.18% | -10.0% |
| Q4 2022 | $16,365,514 | +9.4% | 216,647 | -3.8% | 0.20% | +3.1% |
| Q3 2022 | $14,958,000 | -2.5% | 225,172 | +5.2% | 0.20% | +10.2% |
| Q2 2022 | $15,335,000 | -13.3% | 214,091 | -4.6% | 0.18% | +4.7% |
| Q1 2022 | $17,695,000 | -5.0% | 224,304 | -2.7% | 0.17% | +8.3% |
| Q4 2021 | $18,632,000 | +7.0% | 230,512 | -1.7% | 0.16% | +4.7% |
| Q3 2021 | $17,406,000 | +1.5% | 234,460 | +3.4% | 0.15% | +6.4% |
| Q2 2021 | $17,143,000 | +15.7% | 226,708 | +11.6% | 0.14% | +11.1% |
| Q1 2021 | $14,816,000 | +27.3% | 203,195 | +12.0% | 0.13% | +16.7% |
| Q4 2020 | $11,635,000 | +25.4% | 181,409 | +8.2% | 0.11% | +14.9% |
| Q3 2020 | $9,275,000 | +17.1% | 167,734 | +9.6% | 0.09% | +10.6% |
| Q2 2020 | $7,922,000 | +10.5% | 153,097 | -3.9% | 0.08% | 0.0% |
| Q1 2020 | $7,166,000 | -5.0% | 159,322 | +22.3% | 0.08% | +4.9% |
| Q4 2019 | $7,544,000 | -3.7% | 130,260 | -8.9% | 0.08% | -8.0% |
| Q3 2019 | $7,833,000 | +15.9% | 143,003 | +12.3% | 0.09% | +20.5% |
| Q2 2019 | $6,759,000 | +6.3% | 127,367 | +4.8% | 0.07% | +4.3% |
| Q1 2019 | $6,356,000 | +13.0% | 121,589 | +1.5% | 0.07% | +1.4% |
| Q4 2018 | $5,624,000 | -9.3% | 119,755 | +2.3% | 0.07% | +13.1% |
| Q3 2018 | $6,204,000 | +69.3% | 117,075 | +57.4% | 0.06% | +69.4% |
| Q2 2018 | $3,665,000 | +2.1% | 74,372 | +1.5% | 0.04% | +2.9% |
| Q1 2018 | $3,591,000 | -38.3% | 73,261 | -35.6% | 0.04% | -32.7% |
| Q4 2017 | $5,819,000 | – | 113,734 | – | 0.05% | – |
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% |