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 | $29,423,721 | -9.0% | 415,824 | -6.6% | 25.21% | -14.2% |
| Q2 2023 | $32,335,673 | -3.2% | 445,272 | -2.5% | 29.37% | -8.6% |
| Q1 2023 | $33,401,963 | -2.3% | 456,560 | +0.9% | 32.12% | -3.2% |
| Q4 2022 | $34,182,941 | +4.0% | 452,514 | +1.7% | 33.17% | -17.2% |
| Q3 2022 | $32,864,000 | +9.4% | 444,828 | +6.0% | 40.04% | +3.1% |
| Q2 2022 | $30,052,000 | -6.5% | 419,553 | +3.0% | 38.84% | +53.1% |
| Q1 2022 | $32,136,000 | +16.3% | 407,353 | +19.2% | 25.37% | +20.0% |
| Q4 2021 | $27,623,000 | – | 341,745 | – | 21.14% | – |
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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% |