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 | $35,409,806 | +7.8% | 497,678 | +10.0% | 14.11% | -0.2% |
| Q2 2023 | $32,862,731 | +4.2% | 452,530 | +5.0% | 14.14% | -7.0% |
| Q1 2023 | $31,543,074 | -1.4% | 431,152 | +1.8% | 15.20% | -16.1% |
| Q4 2022 | $31,979,186 | +18.2% | 423,341 | +3.9% | 18.12% | -1.9% |
| Q3 2022 | $27,056,000 | -2.7% | 407,285 | +4.9% | 18.47% | -1.8% |
| Q2 2022 | $27,803,000 | -6.5% | 388,153 | +3.0% | 18.81% | +7.5% |
| Q1 2022 | $29,738,000 | +14.2% | 376,954 | +17.1% | 17.50% | +10.3% |
| Q4 2021 | $26,030,000 | – | 322,036 | – | 15.87% | – |
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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% |