SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,999,181 | -5.8% | 197,840 | -3.3% | 3.63% | -4.0% |
| Q2 2023 | $14,862,276 | -5.2% | 204,658 | -4.5% | 3.78% | -32.6% |
| Q1 2023 | $15,676,494 | +35.0% | 214,277 | +39.4% | 5.61% | +23.0% |
| Q4 2022 | $11,614,407 | +38.6% | 153,752 | +21.9% | 4.56% | +8.1% |
| Q3 2022 | $8,381,000 | -22.3% | 126,159 | -16.3% | 4.22% | -5.7% |
| Q2 2022 | $10,792,000 | +29.1% | 150,662 | +42.2% | 4.48% | +31.6% |
| Q1 2022 | $8,359,000 | +18.4% | 105,968 | +21.4% | 3.40% | +14.1% |
| Q4 2021 | $7,060,000 | +39.7% | 87,301 | +23.7% | 2.98% | +11.1% |
| Q3 2021 | $5,053,000 | +59.0% | 70,549 | +67.9% | 2.69% | +51.7% |
| Q2 2021 | $3,178,000 | – | 42,018 | – | 1.77% | – |
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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% |