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 | $20,744,249 | +49874.1% | 293,164 | -48.7% | 1.32% | -46.3% |
| Q2 2023 | $41,510 | +7.0% | 571,604 | +7.8% | 2.46% | +3.4% |
| Q1 2023 | $38,791 | -3.3% | 530,226 | -0.1% | 2.38% | -3.9% |
| Q4 2022 | $40,107 | -99.9% | 530,933 | -3.0% | 2.48% | +3.6% |
| Q3 2022 | $36,360,000 | -6.8% | 547,340 | +0.5% | 2.39% | -1.1% |
| Q2 2022 | $39,001,000 | -9.9% | 544,484 | -0.8% | 2.42% | +5.1% |
| Q1 2022 | $43,304,000 | +4.3% | 548,910 | +6.8% | 2.30% | +12.8% |
| Q4 2021 | $41,538,000 | +12.6% | 513,891 | +3.4% | 2.04% | +5.3% |
| Q3 2021 | $36,893,000 | -0.6% | 496,944 | +1.2% | 1.94% | -2.1% |
| Q2 2021 | $37,123,000 | +10.5% | 490,918 | +6.6% | 1.98% | -1.9% |
| Q1 2021 | $33,589,000 | – | 460,632 | – | 2.02% | – |
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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% |