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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,981,807 | -6.9% | 155,198 | -4.5% | 3.35% | -1.6% |
Q2 2023 | $11,798,384 | +5.3% | 162,467 | +6.0% | 3.40% | +3.0% |
Q1 2023 | $11,209,054 | +284.4% | 153,213 | +296.9% | 3.30% | +252.8% |
Q4 2022 | $2,916,251 | +177.2% | 38,605 | +143.8% | 0.94% | +137.6% |
Q3 2022 | $1,052,000 | +110.8% | 15,836 | +127.3% | 0.39% | +117.7% |
Q2 2022 | $499,000 | +66.3% | 6,966 | +83.0% | 0.18% | +44.8% |
Q1 2022 | $300,000 | +29.3% | 3,806 | +32.4% | 0.12% | +35.9% |
Q4 2021 | $232,000 | – | 2,875 | – | 0.09% | – |
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% |