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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,244,852 | +14.3% | 42,955 | +0.5% | 2.67% | +11.7% |
| Q3 2022 | $2,838,000 | -11.8% | 42,724 | -5.3% | 2.39% | -7.4% |
| Q2 2022 | $3,218,000 | -10.7% | 45,124 | -1.2% | 2.58% | +20.2% |
| Q1 2022 | $3,604,000 | +2.0% | 45,686 | +4.6% | 2.15% | +13.9% |
| Q4 2021 | $3,532,000 | +12.2% | 43,691 | +3.0% | 1.89% | +0.6% |
| Q3 2021 | $3,149,000 | -2.1% | 42,421 | -0.3% | 1.88% | -2.0% |
| Q2 2021 | $3,218,000 | +2.9% | 42,554 | -0.6% | 1.92% | -5.1% |
| Q1 2021 | $3,128,000 | +17.2% | 42,803 | +2.8% | 2.02% | +6.4% |
| Q4 2020 | $2,668,000 | +18.2% | 41,639 | +2.0% | 1.90% | -16.2% |
| Q3 2020 | $2,257,000 | +57.8% | 40,815 | +27.3% | 2.26% | +34.5% |
| Q1 2020 | $1,430,000 | -20.6% | 32,062 | +3.0% | 1.68% | -0.2% |
| Q4 2019 | $1,802,000 | – | 31,115 | – | 1.69% | – |
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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% |