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 | $887,772 | -2.6% | 12,546 | 0.0% | 1.27% | -0.3% |
Q2 2023 | $911,108 | -39.5% | 12,546 | -39.0% | 1.27% | -13.5% |
Q1 2023 | $1,505,052 | -5.1% | 20,572 | -2.0% | 1.47% | -1.2% |
Q4 2022 | $1,585,273 | -14.0% | 20,985 | -24.4% | 1.49% | +20.5% |
Q3 2022 | $1,844,000 | -22.7% | 27,756 | -16.6% | 1.24% | -42.7% |
Q2 2022 | $2,384,000 | -22.8% | 33,282 | -13.9% | 2.16% | -8.6% |
Q1 2022 | $3,087,000 | +31.5% | 38,659 | +32.9% | 2.36% | +37.4% |
Q4 2021 | $2,348,000 | – | 29,095 | – | 1.72% | – |
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% |