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 | $2,178,306 | -27.6% | 30,982 | -23.1% | 1.46% | -13.3% |
| Q2 2023 | $3,007,819 | +5.0% | 40,265 | +1.0% | 1.69% | -3.8% |
| Q1 2023 | $2,863,750 | -12.3% | 39,852 | -6.5% | 1.76% | -11.6% |
| Q4 2022 | $3,265,167 | +10.3% | 42,626 | +0.5% | 1.99% | +13.1% |
| Q3 2022 | $2,960,000 | -5.0% | 42,403 | +0.9% | 1.76% | -20.0% |
| Q2 2022 | $3,115,000 | +0.3% | 42,020 | +7.2% | 2.19% | +36.3% |
| Q1 2022 | $3,106,000 | 0.0% | 39,210 | 0.0% | 1.61% | 0.0% |
| Q4 2021 | $3,106,000 | -21.1% | 39,210 | -23.6% | 1.61% | -14.2% |
| Q3 2021 | $3,935,000 | -2.3% | 51,299 | -1.0% | 1.88% | -18.5% |
| Q2 2021 | $4,029,000 | +805.4% | 51,809 | +766.7% | 2.30% | +662.3% |
| Q1 2021 | $445,000 | +12.4% | 5,978 | -3.7% | 0.30% | +19.8% |
| Q4 2020 | $396,000 | +7.6% | 6,206 | -4.7% | 0.25% | -18.4% |
| Q3 2020 | $368,000 | +5.7% | 6,512 | +1.3% | 0.31% | -14.2% |
| Q2 2020 | $348,000 | +9.1% | 6,428 | +1.0% | 0.36% | -30.4% |
| Q1 2020 | $319,000 | – | 6,366 | – | 0.52% | – |
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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% |