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 | $2,746,083 | -2.7% | 38,808 | -0.1% | 1.14% | -2.7% |
Q2 2023 | $2,822,260 | -0.9% | 38,863 | -0.2% | 1.17% | -7.2% |
Q1 2023 | $2,847,636 | -5.1% | 38,923 | -2.0% | 1.26% | -12.0% |
Q4 2022 | $2,999,195 | +14.0% | 39,703 | +0.3% | 1.43% | +5.1% |
Q3 2022 | $2,631,000 | -7.7% | 39,603 | -0.5% | 1.36% | -3.7% |
Q2 2022 | $2,850,000 | -8.8% | 39,783 | +0.4% | 1.41% | +7.0% |
Q1 2022 | $3,126,000 | -2.0% | 39,623 | +0.4% | 1.32% | -1.1% |
Q4 2021 | $3,189,000 | +4.8% | 39,448 | -3.7% | 1.34% | -5.0% |
Q3 2021 | $3,042,000 | +1.2% | 40,973 | +3.3% | 1.41% | +0.4% |
Q2 2021 | $3,007,000 | +5.0% | 39,666 | +1.0% | 1.40% | -4.6% |
Q1 2021 | $2,863,000 | +17.0% | 39,268 | +2.9% | 1.47% | +9.4% |
Q4 2020 | $2,447,000 | +14.5% | 38,146 | -1.3% | 1.34% | -1.0% |
Q3 2020 | $2,137,000 | -0.8% | 38,650 | -7.2% | 1.36% | -10.4% |
Q2 2020 | $2,155,000 | +15.3% | 41,643 | +0.2% | 1.51% | -7.3% |
Q1 2020 | $1,869,000 | -21.2% | 41,547 | +1.4% | 1.63% | -5.0% |
Q4 2019 | $2,373,000 | +13.9% | 40,974 | +7.1% | 1.72% | -1.1% |
Q3 2019 | $2,084,000 | +4.8% | 38,253 | +3.3% | 1.74% | +3.3% |
Q2 2019 | $1,988,000 | +3.7% | 37,036 | +1.0% | 1.68% | -10.0% |
Q1 2019 | $1,917,000 | +14.2% | 36,667 | +2.5% | 1.87% | +6.0% |
Q4 2018 | $1,679,000 | -18.4% | 35,757 | -13.3% | 1.76% | -8.1% |
Q3 2018 | $2,057,000 | +3.0% | 41,251 | +1.8% | 1.92% | +4.1% |
Q2 2018 | $1,998,000 | +7.6% | 40,538 | +7.0% | 1.84% | -0.1% |
Q1 2018 | $1,857,000 | +25.7% | 37,874 | +31.2% | 1.84% | +15.6% |
Q4 2017 | $1,477,000 | – | 28,861 | – | 1.59% | – |
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% |