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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $226 | -70.8% | 2,968 | -72.9% | 0.09% | -71.8% |
Q3 2023 | $775 | -8.2% | 10,947 | -5.8% | 0.33% | -5.0% |
Q2 2023 | $844 | -11.4% | 11,623 | -10.8% | 0.34% | -13.4% |
Q1 2023 | $953 | -5.5% | 13,027 | -2.4% | 0.40% | -4.8% |
Q4 2022 | $1,008 | -99.9% | 13,348 | +6.7% | 0.42% | +8.1% |
Q3 2022 | $831,000 | +27.8% | 12,510 | +37.8% | 0.38% | +25.0% |
Q2 2022 | $650,000 | -6.9% | 9,079 | +2.6% | 0.31% | -3.4% |
Q1 2022 | $698,000 | -0.3% | 8,845 | +2.1% | 0.32% | -3.3% |
Q4 2021 | $700,000 | +10.2% | 8,666 | +1.3% | 0.33% | +2.8% |
Q3 2021 | $635,000 | -1.9% | 8,559 | 0.0% | 0.32% | -2.1% |
Q2 2021 | $647,000 | +5.4% | 8,559 | +1.7% | 0.33% | +0.6% |
Q1 2021 | $614,000 | +8.9% | 8,419 | -4.3% | 0.33% | -1.2% |
Q4 2020 | $564,000 | +4.4% | 8,795 | -10.0% | 0.33% | -8.6% |
Q3 2020 | $540,000 | -8.9% | 9,770 | -14.8% | 0.36% | -13.4% |
Q2 2020 | $593,000 | +11.7% | 11,465 | -2.9% | 0.42% | +3.0% |
Q1 2020 | $531,000 | -22.4% | 11,805 | -0.1% | 0.40% | +0.2% |
Q4 2019 | $684,000 | +18.5% | 11,811 | +12.2% | 0.40% | +4.1% |
Q3 2019 | $577,000 | -10.4% | 10,526 | -13.3% | 0.39% | -14.9% |
Q2 2019 | $644,000 | -9.3% | 12,141 | -10.6% | 0.46% | -16.8% |
Q1 2019 | $710,000 | -10.4% | 13,582 | -19.4% | 0.55% | -25.0% |
Q4 2018 | $792,000 | +17.9% | 16,860 | +33.0% | 0.73% | +21.4% |
Q3 2018 | $672,000 | +27.0% | 12,675 | +18.0% | 0.60% | +11.5% |
Q2 2018 | $529,000 | +1.5% | 10,739 | +1.1% | 0.54% | +4.0% |
Q1 2018 | $521,000 | +5.9% | 10,626 | +10.6% | 0.52% | +1.6% |
Q4 2017 | $492,000 | – | 9,610 | – | 0.51% | – |
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% |