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 | $292,011 | -4.0% | 4,127 | -1.5% | 0.27% | +2.7% |
| Q2 2023 | $304,192 | +161.5% | 4,189 | +163.5% | 0.26% | +117.5% |
| Q1 2023 | $116,314 | +31.0% | 1,590 | +35.3% | 0.12% | +50.0% |
| Q4 2022 | $88,759 | +0.9% | 1,175 | -11.3% | 0.08% | -3.6% |
| Q3 2022 | $88,000 | -7.4% | 1,324 | +0.2% | 0.08% | +1.2% |
| Q2 2022 | $95,000 | -10.4% | 1,322 | -1.9% | 0.08% | +12.3% |
| Q1 2022 | $106,000 | -28.4% | 1,347 | -26.6% | 0.07% | -18.9% |
| Q4 2021 | $148,000 | +16.5% | 1,836 | +7.4% | 0.09% | +11.1% |
| Q3 2021 | $127,000 | +54.9% | 1,709 | +57.8% | 0.08% | +50.0% |
| Q2 2021 | $82,000 | +13.9% | 1,083 | +10.3% | 0.05% | +8.0% |
| Q1 2021 | $72,000 | +350.0% | 982 | +292.8% | 0.05% | +316.7% |
| Q4 2020 | $16,000 | +166.7% | 250 | +150.0% | 0.01% | +140.0% |
| Q3 2020 | $6,000 | – | 100 | – | 0.01% | – |
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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% |