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 | $2,172,884 | +270.0% | 30,708 | +279.7% | 0.60% | +270.8% |
| Q2 2023 | $587,322 | -5.4% | 8,088 | -4.7% | 0.16% | -15.7% |
| Q1 2023 | $620,899 | +20.3% | 8,487 | +24.2% | 0.19% | +4.9% |
| Q4 2022 | $516,237 | -4.9% | 6,834 | -16.3% | 0.18% | -16.5% |
| Q3 2022 | $543,000 | -16.7% | 8,168 | -10.3% | 0.22% | -16.2% |
| Q2 2022 | $652,000 | -10.8% | 9,101 | -1.7% | 0.26% | -6.8% |
| Q1 2022 | $731,000 | +54.2% | 9,263 | +57.8% | 0.28% | +40.9% |
| Q4 2021 | $474,000 | +1.1% | 5,869 | -7.2% | 0.20% | -7.5% |
| Q3 2021 | $469,000 | -33.3% | 6,323 | -32.0% | 0.21% | -35.5% |
| Q2 2021 | $703,000 | +140.8% | 9,299 | +104.3% | 0.33% | +72.0% |
| Q4 2020 | $292,000 | -38.5% | 4,551 | -47.1% | 0.19% | -42.7% |
| Q3 2020 | $475,000 | -15.3% | 8,596 | -20.7% | 0.34% | -37.8% |
| Q2 2020 | $561,000 | +18.4% | 10,841 | +2.8% | 0.54% | -9.8% |
| Q1 2020 | $474,000 | – | 10,541 | – | 0.60% | – |
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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% |