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 | $1,118,528 | -3.3% | 15,807 | -0.8% | 0.78% | +16.3% |
Q2 2023 | $1,157,064 | +0.1% | 15,933 | +0.8% | 0.67% | -19.1% |
Q1 2023 | $1,156,280 | -3.9% | 15,805 | -0.8% | 0.83% | -16.1% |
Q4 2022 | $1,203,206 | +12.4% | 15,928 | -1.1% | 0.99% | -12.4% |
Q3 2022 | $1,070,000 | -8.8% | 16,101 | -1.7% | 1.13% | -6.4% |
Q2 2022 | $1,173,000 | -20.3% | 16,382 | -12.2% | 1.20% | +22.1% |
Q1 2022 | $1,472,000 | -60.3% | 18,663 | -59.3% | 0.99% | -66.5% |
Q4 2021 | $3,709,000 | – | 45,884 | – | 2.94% | – |
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% |