SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,128,675 | -70.5% | 139,475 | -70.3% | 3.20% | -63.7% |
| Q1 2023 | $34,326,306 | -1.0% | 469,195 | +2.2% | 8.81% | -2.5% |
| Q4 2022 | $34,677,543 | +2.4% | 459,062 | -10.0% | 9.04% | -12.8% |
| Q3 2022 | $33,880,000 | +22.5% | 510,014 | +32.1% | 10.36% | +29.1% |
| Q2 2022 | $27,664,000 | -24.7% | 386,213 | -17.1% | 8.03% | +1.2% |
| Q1 2022 | $36,750,000 | +58.0% | 465,834 | +61.9% | 7.93% | +23.5% |
| Q4 2021 | $23,260,000 | -45.4% | 287,769 | -49.9% | 6.42% | -43.3% |
| Q3 2021 | $42,603,000 | -2.8% | 573,852 | -1.0% | 11.33% | -1.8% |
| Q2 2021 | $43,820,000 | +57.8% | 579,476 | +52.1% | 11.54% | +48.9% |
| Q1 2021 | $27,776,000 | -19.2% | 380,905 | -28.9% | 7.75% | +5.3% |
| Q4 2020 | $34,356,000 | +142.9% | 535,636 | +109.4% | 7.36% | +71.6% |
| Q3 2020 | $14,143,000 | +4.0% | 255,748 | -2.7% | 4.29% | -2.5% |
| Q2 2020 | $13,595,000 | +1085.3% | 262,710 | +930.0% | 4.40% | +722.6% |
| Q1 2020 | $1,147,000 | -83.3% | 25,505 | -78.4% | 0.54% | -78.7% |
| Q4 2019 | $6,854,000 | – | 118,329 | – | 2.51% | – |
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% |