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 | $84,710,476 | +6.0% | 1,197,152 | +8.7% | 1.55% | +9.9% |
| Q2 2023 | $79,945,760 | +11.0% | 1,100,878 | +11.8% | 1.41% | +5.5% |
| Q1 2023 | $72,052,358 | +165.0% | 984,860 | +173.6% | 1.34% | +152.6% |
| Q4 2022 | $27,189,112 | +17.6% | 359,930 | +3.4% | 0.53% | +5.8% |
| Q3 2022 | $23,122,000 | +1.1% | 348,075 | +9.0% | 0.50% | +3.7% |
| Q2 2022 | $22,880,000 | +16.0% | 319,417 | +27.7% | 0.48% | +36.2% |
| Q1 2022 | $19,731,000 | +41.3% | 250,112 | +44.8% | 0.35% | +53.9% |
| Q4 2021 | $13,964,000 | +19.3% | 172,759 | +9.6% | 0.23% | +10.6% |
| Q3 2021 | $11,704,000 | +18.0% | 157,648 | +20.2% | 0.21% | +8.3% |
| Q2 2021 | $9,919,000 | +22.1% | 131,180 | +17.7% | 0.19% | +16.4% |
| Q1 2021 | $8,125,000 | +171.3% | 111,423 | +138.6% | 0.16% | +166.1% |
| Q4 2020 | $2,995,000 | +1273.9% | 46,689 | +1084.7% | 0.06% | +1140.0% |
| Q3 2020 | $218,000 | – | 3,941 | – | 0.01% | – |
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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% |