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 | $126,635 | +22.5% | 1,790 | +25.7% | 0.01% | 0.0% |
| Q2 2023 | $103,385 | +10.3% | 1,424 | +11.1% | 0.01% | +10.0% |
| Q1 2023 | $93,757 | -40.6% | 1,282 | -38.6% | 0.01% | -50.0% |
| Q4 2022 | $157,727 | +192.1% | 2,088 | +154.9% | 0.02% | +150.0% |
| Q3 2022 | $54,000 | +3.8% | 819 | +13.1% | 0.01% | +14.3% |
| Q2 2022 | $52,000 | -3.7% | 724 | +5.2% | 0.01% | +16.7% |
| Q1 2022 | $54,000 | -3.6% | 688 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $56,000 | +366.7% | 688 | +324.7% | 0.01% | +250.0% |
| Q3 2021 | $12,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | -99.7% | 162 | +153.1% | 0.00% | +100.0% |
| Q1 2021 | $4,667,000 | +116575.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | +33.3% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -62.5% | 64 | -50.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +100.0% | 128 | +100.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | +33.3% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $3,000 | – | 64 | – | 0.00% | – |
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% |