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 | $335 | -4.8% | 4,730 | -1.8% | 0.19% | -7.2% |
| Q1 2023 | $352 | -10.7% | 4,816 | -7.6% | 0.21% | -15.5% |
| Q4 2022 | $394 | -99.9% | 5,211 | -6.2% | 0.24% | +4.3% |
| Q3 2022 | $369,000 | -6.6% | 5,558 | +0.7% | 0.24% | +6.3% |
| Q2 2022 | $395,000 | -17.5% | 5,517 | -9.2% | 0.22% | +8.9% |
| Q1 2022 | $479,000 | -13.4% | 6,074 | -11.3% | 0.20% | -8.6% |
| Q4 2021 | $553,000 | +14.3% | 6,845 | +6.9% | 0.22% | -16.5% |
| Q2 2021 | $484,000 | -4.3% | 6,403 | -10.0% | 0.27% | +3.5% |
| Q1 2021 | $506,000 | +38.3% | 7,114 | +24.6% | 0.26% | +7.5% |
| Q4 2020 | $366,000 | +17.3% | 5,711 | +1.3% | 0.24% | -5.5% |
| Q3 2020 | $312,000 | – | 5,638 | – | 0.25% | – |
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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% |