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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,774,000 | -6.0% | 38,721 | +3.5% | 1.82% | +8.9% |
| Q1 2022 | $2,951,000 | +3.6% | 37,401 | +6.2% | 1.67% | +6.6% |
| Q4 2021 | $2,848,000 | +17.3% | 35,234 | +7.7% | 1.56% | +5.8% |
| Q3 2021 | $2,428,000 | +3.8% | 32,708 | +5.8% | 1.48% | +3.9% |
| Q2 2021 | $2,338,000 | +14.7% | 30,923 | +10.6% | 1.42% | +5.6% |
| Q1 2021 | $2,039,000 | +24.5% | 27,957 | +9.5% | 1.35% | +11.4% |
| Q4 2020 | $1,638,000 | +19.2% | 25,543 | +2.8% | 1.21% | +4.2% |
| Q3 2020 | $1,374,000 | +9.8% | 24,845 | +2.8% | 1.16% | -0.6% |
| Q2 2020 | $1,251,000 | +27.0% | 24,173 | +10.3% | 1.17% | +0.5% |
| Q1 2020 | $985,000 | -20.6% | 21,909 | +1.8% | 1.16% | +8.5% |
| Q4 2019 | $1,240,000 | – | 21,515 | – | 1.07% | – |
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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% |