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 | $716 | +8.2% | 10,112 | +11.0% | 0.24% | +10.2% |
| Q2 2023 | $662 | -67.5% | 9,111 | -67.3% | 0.22% | -69.4% |
| Q1 2023 | $2,038 | -10.1% | 27,857 | -7.1% | 0.71% | -11.0% |
| Q4 2022 | $2,266 | -99.9% | 29,999 | -2.5% | 0.79% | 0.0% |
| Q3 2022 | $2,045,000 | -17.4% | 30,777 | -10.9% | 0.79% | -14.9% |
| Q2 2022 | $2,475,000 | -9.5% | 34,548 | -0.4% | 0.93% | +0.8% |
| Q1 2022 | $2,736,000 | +3.9% | 34,684 | +6.4% | 0.92% | +6.3% |
| Q4 2021 | $2,634,000 | +6.8% | 32,587 | -2.0% | 0.87% | -1.0% |
| Q3 2021 | $2,467,000 | +2.5% | 33,237 | +4.5% | 0.88% | +0.9% |
| Q2 2021 | $2,406,000 | +36.2% | 31,812 | +31.4% | 0.87% | +27.9% |
| Q1 2021 | $1,766,000 | +61.6% | 24,216 | +42.1% | 0.68% | +49.3% |
| Q4 2020 | $1,093,000 | +132.1% | 17,040 | +99.9% | 0.46% | +105.4% |
| Q3 2020 | $471,000 | +15.7% | 8,523 | +8.3% | 0.22% | +9.4% |
| Q2 2020 | $407,000 | +23.0% | 7,870 | +6.9% | 0.20% | +8.0% |
| Q1 2020 | $331,000 | – | 7,360 | – | 0.19% | – |
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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% |