SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,106 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,234,451 | -10.6% | 93,036 | -7.3% | 2.68% | -14.4% |
| Q1 2024 | $8,096,570 | -16.3% | 100,416 | -21.0% | 3.13% | -16.7% |
| Q4 2023 | $9,674,637 | +9.2% | 127,080 | +1.5% | 3.75% | +0.4% |
| Q3 2023 | $8,856,351 | +0.7% | 125,160 | +3.3% | 3.74% | +3.5% |
| Q2 2023 | $8,798,750 | -2.9% | 121,162 | -2.2% | 3.61% | -5.0% |
| Q1 2023 | $9,065,257 | +21.2% | 123,910 | +25.1% | 3.80% | +16.2% |
| Q4 2022 | $7,480,146 | +31.7% | 99,022 | +15.8% | 3.27% | +21.6% |
| Q3 2022 | $5,679,000 | +35.3% | 85,487 | +45.9% | 2.69% | +37.8% |
| Q2 2022 | $4,198,000 | -46.9% | 58,604 | -40.1% | 1.95% | -45.0% |
| Q1 2022 | $7,907,000 | 0.0% | 97,824 | 0.0% | 3.55% | 0.0% |
| Q4 2021 | $7,907,000 | +10.6% | 97,824 | +1.6% | 3.55% | -11.7% |
| Q3 2021 | $7,147,000 | +25.4% | 96,269 | +27.8% | 4.02% | +20.9% |
| Q2 2021 | $5,698,000 | +17.5% | 75,352 | +15.6% | 3.33% | +5.6% |
| Q1 2021 | $4,850,000 | +88.2% | 65,181 | +66.9% | 3.15% | +42.2% |
| Q4 2020 | $2,577,000 | – | 39,046 | – | 2.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Management Group, LLC | 467,850 | $21,975,000 | 21.10% |
| HHM Wealth Advisors, LLC | 512,097 | $24,053,000 | 17.63% |
| Asset Advisors Investment Management, LLC | 1,399,965 | $65,756,000 | 13.03% |
| Pinkerton Retirement Specialists, LLC | 542,463 | $25,479,000 | 12.89% |
| Summit Asset Management, LLC | 435,224 | $20,442,000 | 11.57% |
| Reitz Capital Advisors LLC | 175,351 | $8,236,000 | 9.96% |
| USAdvisors Wealth Management, LLC | 226,916 | $10,658,000 | 8.70% |
| Financial Sense Advisors, Inc. | 274,076 | $12,873,000 | 8.14% |
| Avantax Planning Partners, Inc. | 2,260,264 | $106,165,000 | 8.01% |
| Acorn Wealth Advisors, LLC | 151,984 | $7,301,000 | 7.48% |