SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,236,001 | +2.1% | 31,600 | +4.7% | 1.59% | +4.5% |
| Q2 2023 | $2,190,816 | +6.2% | 30,168 | +6.9% | 1.52% | -26.6% |
| Q1 2023 | $2,063,677 | +18.0% | 28,208 | +21.9% | 2.07% | +13.7% |
| Q4 2022 | $1,748,334 | +33.1% | 23,144 | +17.0% | 1.82% | +24.6% |
| Q3 2022 | $1,314,000 | +20.6% | 19,787 | +30.1% | 1.46% | +20.9% |
| Q2 2022 | $1,090,000 | -13.6% | 15,211 | -4.9% | 1.21% | -16.5% |
| Q1 2022 | $1,261,000 | -7.2% | 15,988 | -4.9% | 1.45% | -6.9% |
| Q4 2021 | $1,359,000 | +25.6% | 16,808 | +15.3% | 1.56% | +67.5% |
| Q3 2021 | $1,082,000 | +6.2% | 14,574 | +8.2% | 0.93% | +5.7% |
| Q2 2021 | $1,019,000 | +29.5% | 13,471 | +24.8% | 0.88% | +25.4% |
| Q1 2021 | $787,000 | +52.5% | 10,797 | +34.2% | 0.70% | +43.9% |
| Q4 2020 | $516,000 | +50.4% | 8,047 | +29.9% | 0.49% | +51.7% |
| Q3 2020 | $343,000 | +38.9% | 6,197 | +31.2% | 0.32% | +28.9% |
| Q2 2020 | $247,000 | -2.0% | 4,723 | -15.6% | 0.25% | -0.4% |
| Q1 2020 | $252,000 | -2.7% | 5,596 | +25.2% | 0.25% | +3.7% |
| Q4 2019 | $259,000 | – | 4,471 | – | 0.24% | – |
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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% |