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 | $3,803,983 | -7.5% | 53,759 | -5.1% | 0.99% | -4.3% |
| Q2 2023 | $4,112,403 | +2.4% | 56,629 | +3.2% | 1.04% | -0.5% |
| Q1 2023 | $4,014,376 | +1.2% | 54,871 | +4.5% | 1.04% | -2.8% |
| Q4 2022 | $3,967,769 | +20.2% | 52,525 | +5.7% | 1.07% | +6.1% |
| Q3 2022 | $3,302,000 | +0.0% | 49,700 | +7.9% | 1.01% | +1.9% |
| Q2 2022 | $3,301,000 | -0.1% | 46,079 | +10.1% | 0.99% | +6.3% |
| Q1 2022 | $3,303,000 | +13.7% | 41,867 | +16.5% | 0.93% | +6.1% |
| Q4 2021 | $2,905,000 | +29.6% | 35,937 | +19.0% | 0.88% | +16.1% |
| Q3 2021 | $2,242,000 | +13.7% | 30,202 | +15.8% | 0.76% | +11.0% |
| Q2 2021 | $1,972,000 | +30.8% | 26,073 | +26.1% | 0.68% | +20.1% |
| Q1 2021 | $1,508,000 | +66.1% | 20,681 | +46.1% | 0.57% | +59.1% |
| Q4 2020 | $908,000 | +205.7% | 14,153 | +163.1% | 0.36% | +147.9% |
| Q3 2020 | $297,000 | – | 5,379 | – | 0.14% | – |
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% |