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 | $43,518 | -2.6% | 615 | 0.0% | 0.02% | -9.1% |
| Q2 2023 | $44,662 | -0.7% | 615 | 0.0% | 0.02% | -12.0% |
| Q1 2023 | $44,994 | -3.1% | 615 | 0.0% | 0.02% | -10.7% |
| Q4 2022 | $46,457 | +13.3% | 615 | 0.0% | 0.03% | +12.0% |
| Q3 2022 | $41,000 | -6.8% | 615 | 0.0% | 0.02% | -7.4% |
| Q2 2022 | $44,000 | -10.2% | 615 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $49,000 | -2.0% | 615 | 0.0% | 0.03% | -12.9% |
| Q4 2021 | $50,000 | +8.7% | 615 | 0.0% | 0.03% | -16.2% |
| Q3 2021 | $46,000 | -2.1% | 615 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $47,000 | +20.5% | 615 | 0.0% | 0.04% | +2.7% |
| Q4 2020 | $39,000 | – | 615 | – | 0.04% | – |
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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% |