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 | $1,091,119 | -2.9% | 15,420 | -0.4% | 0.70% | +0.6% |
Q2 2023 | $1,124,085 | +4.3% | 15,479 | +5.0% | 0.70% | +1.5% |
Q1 2023 | $1,078,232 | -0.6% | 14,738 | +2.7% | 0.69% | -11.0% |
Q4 2022 | $1,084,452 | +44.6% | 14,356 | +27.1% | 0.77% | +24.7% |
Q3 2022 | $750,000 | +21.4% | 11,294 | +30.9% | 0.62% | +14.8% |
Q2 2022 | $618,000 | +5.5% | 8,626 | +16.1% | 0.54% | +15.4% |
Q1 2022 | $586,000 | +28.8% | 7,433 | +31.9% | 0.47% | +37.2% |
Q4 2021 | $455,000 | +8.9% | 5,634 | 0.0% | 0.34% | -1.7% |
Q3 2021 | $418,000 | -1.9% | 5,634 | 0.0% | 0.35% | -1.1% |
Q2 2021 | $426,000 | +37.4% | 5,634 | +32.4% | 0.35% | +22.3% |
Q1 2021 | $310,000 | +25.5% | 4,256 | +10.5% | 0.29% | +1.8% |
Q4 2020 | $247,000 | – | 3,852 | – | 0.28% | – |
Download |
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% |