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 | $86,681 | -2.6% | 1,225 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $88,960 | +10.0% | 1,225 | +10.9% | 0.02% | 0.0% |
| Q1 2023 | $80,842 | -3.2% | 1,105 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $83,472 | +14.3% | 1,105 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $73,000 | -7.6% | 1,105 | 0.0% | 0.03% | -6.9% |
| Q2 2022 | $79,000 | -4.8% | 1,105 | +4.5% | 0.03% | +7.4% |
| Q1 2022 | $83,000 | -63.3% | 1,057 | -62.2% | 0.03% | -61.4% |
| Q4 2021 | $226,000 | -16.3% | 2,800 | -23.1% | 0.07% | -22.2% |
| Q3 2021 | $270,000 | -15.4% | 3,643 | -13.6% | 0.09% | -15.9% |
| Q2 2021 | $319,000 | +19.0% | 4,218 | +14.8% | 0.11% | +9.2% |
| Q1 2021 | $268,000 | +13.6% | 3,675 | 0.0% | 0.10% | +6.5% |
| Q4 2020 | $236,000 | – | 3,675 | – | 0.09% | – |
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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% |