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 | $4,094,845 | -2.7% | 57,869 | -0.1% | 1.15% | +7.6% |
| Q2 2023 | $4,206,935 | -1.0% | 57,931 | -0.3% | 1.07% | -2.4% |
| Q1 2023 | $4,249,069 | -3.5% | 58,079 | -0.3% | 1.09% | -4.0% |
| Q4 2022 | $4,401,529 | +12.7% | 58,268 | -0.9% | 1.14% | +7.0% |
| Q3 2022 | $3,906,000 | -24.1% | 58,801 | -18.2% | 1.06% | -25.4% |
| Q2 2022 | $5,148,000 | -9.5% | 71,866 | -0.4% | 1.43% | -12.3% |
| Q1 2022 | $5,690,000 | -2.4% | 72,128 | +0.0% | 1.63% | -3.2% |
| Q4 2021 | $5,830,000 | +8.8% | 72,127 | -0.1% | 1.68% | -1.4% |
| Q3 2021 | $5,358,000 | +172.5% | 72,177 | +177.6% | 1.70% | +72.1% |
| Q2 2021 | $1,966,000 | +4.5% | 25,996 | +0.8% | 0.99% | -5.5% |
| Q1 2021 | $1,881,000 | +17.3% | 25,794 | +3.1% | 1.05% | +14.9% |
| Q4 2020 | $1,604,000 | +85.2% | 25,009 | +59.7% | 0.91% | +76.9% |
| Q3 2020 | $866,000 | +6.9% | 15,658 | 0.0% | 0.52% | -6.4% |
| Q2 2020 | $810,000 | +53.1% | 15,658 | +33.1% | 0.55% | +37.5% |
| Q1 2020 | $529,000 | -10.9% | 11,763 | +14.7% | 0.40% | +1.0% |
| Q4 2019 | $594,000 | – | 10,254 | – | 0.40% | – |
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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% |