SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 771 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.93 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,309 | +31.4% | 3,170 | +34.9% | 0.16% | +36.1% |
| Q2 2023 | $170,657 | -0.7% | 2,350 | 0.0% | 0.12% | -7.0% |
| Q1 2023 | $171,926 | +5.9% | 2,350 | +9.3% | 0.13% | -3.8% |
| Q4 2022 | $162,411 | +13.6% | 2,150 | 0.0% | 0.13% | +0.8% |
| Q3 2022 | $143,000 | -7.1% | 2,150 | 0.0% | 0.13% | -13.7% |
| Q2 2022 | $154,000 | -9.4% | 2,150 | 0.0% | 0.15% | +11.7% |
| Q1 2022 | $170,000 | -2.3% | 2,150 | 0.0% | 0.14% | +4.6% |
| Q4 2021 | $174,000 | +8.8% | 2,150 | 0.0% | 0.13% | +2.3% |
| Q3 2021 | $160,000 | -1.8% | 2,150 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $163,000 | +3.8% | 2,150 | 0.0% | 0.13% | -3.1% |
| Q1 2021 | $157,000 | +13.8% | 2,150 | 0.0% | 0.13% | +2.3% |
| Q4 2020 | $138,000 | +16.0% | 2,150 | 0.0% | 0.13% | +0.8% |
| Q3 2020 | $119,000 | +7.2% | 2,150 | 0.0% | 0.13% | 0.0% |
| Q2 2020 | $111,000 | +14.4% | 2,150 | 0.0% | 0.13% | -5.2% |
| Q1 2020 | $97,000 | -22.4% | 2,150 | 0.0% | 0.13% | +4.7% |
| Q4 2019 | $125,000 | – | 2,150 | – | 0.13% | – |
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% |