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 | $60,340,981 | +206.9% | 853,362 | +211.7% | 3.01% | +19.2% |
| Q2 2023 | $19,658,973 | -64.4% | 273,764 | -63.7% | 2.53% | -8.9% |
| Q1 2023 | $55,252,885 | -8.6% | 754,167 | -5.8% | 2.77% | -1.1% |
| Q4 2022 | $60,445,944 | +44.3% | 800,185 | +26.9% | 2.80% | +12.0% |
| Q3 2022 | $41,885,000 | +16.1% | 630,508 | +25.1% | 2.50% | +19.9% |
| Q2 2022 | $36,089,000 | +14.8% | 503,826 | +26.4% | 2.09% | +81.4% |
| Q1 2022 | $31,449,000 | +67.8% | 398,643 | +72.0% | 1.15% | +68.0% |
| Q4 2021 | $18,737,000 | – | 231,807 | – | 0.68% | – |
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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% |