SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 771 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.93 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,695,900 | -4.5% | 23,967 | -2.0% | 0.33% | +0.6% |
| Q2 2023 | $1,775,917 | -2.8% | 24,455 | -2.1% | 0.33% | -7.9% |
| Q1 2023 | $1,826,727 | -3.1% | 24,969 | +0.1% | 0.36% | +3.5% |
| Q4 2022 | $1,885,176 | +7.2% | 24,956 | -5.7% | 0.34% | -6.3% |
| Q3 2022 | $1,759,000 | -8.6% | 26,476 | -1.4% | 0.37% | +1.1% |
| Q2 2022 | $1,924,000 | -9.5% | 26,855 | -0.3% | 0.36% | +6.8% |
| Q1 2022 | $2,125,000 | -8.5% | 26,941 | -6.3% | 0.34% | -5.3% |
| Q4 2021 | $2,323,000 | +4.9% | 28,743 | -3.7% | 0.36% | -1.9% |
| Q3 2021 | $2,215,000 | -6.6% | 29,832 | -4.9% | 0.36% | -5.9% |
| Q2 2021 | $2,372,000 | -1.9% | 31,371 | -5.4% | 0.39% | -3.7% |
| Q1 2021 | $2,418,000 | -37.0% | 33,165 | -44.6% | 0.40% | -40.8% |
| Q4 2020 | $3,840,000 | -23.6% | 59,871 | -34.2% | 0.68% | -27.9% |
| Q3 2020 | $5,029,000 | -53.2% | 90,941 | -56.2% | 0.94% | -56.7% |
| Q2 2020 | $10,749,000 | +19.6% | 207,716 | +4.0% | 2.18% | +4.4% |
| Q1 2020 | $8,986,000 | -12.8% | 199,767 | +12.3% | 2.09% | +16.1% |
| Q4 2019 | $10,307,000 | +11.6% | 177,952 | +5.6% | 1.80% | +6.4% |
| Q3 2019 | $9,234,000 | +3.9% | 168,566 | +0.7% | 1.69% | +4.1% |
| Q2 2019 | $8,887,000 | -0.4% | 167,453 | -1.9% | 1.62% | -0.6% |
| Q1 2019 | $8,922,000 | -4.4% | 170,659 | -14.1% | 1.63% | -16.2% |
| Q4 2018 | $9,329,000 | -12.7% | 198,625 | -1.5% | 1.95% | +6.7% |
| Q3 2018 | $10,682,000 | +8.6% | 201,549 | +1.0% | 1.82% | +4.4% |
| Q2 2018 | $9,834,000 | +1.9% | 199,512 | +1.4% | 1.75% | -0.3% |
| Q1 2018 | $9,649,000 | +22.6% | 196,802 | +27.9% | 1.75% | +24.8% |
| Q4 2017 | $7,872,000 | +8.5% | 153,835 | -0.8% | 1.40% | +4.1% |
| Q3 2017 | $7,258,000 | +5.5% | 155,081 | +1.7% | 1.35% | +2.7% |
| Q2 2017 | $6,880,000 | +7.6% | 152,543 | +6.3% | 1.31% | +6.0% |
| Q1 2017 | $6,396,000 | +7.9% | 143,473 | +5.4% | 1.24% | +1.3% |
| Q4 2016 | $5,928,000 | +3.6% | 136,059 | +0.6% | 1.22% | -0.2% |
| Q3 2016 | $5,722,000 | +5.1% | 135,232 | +3.0% | 1.23% | +3.5% |
| Q2 2016 | $5,443,000 | +4.2% | 131,356 | +0.8% | 1.18% | +2.6% |
| Q1 2016 | $5,225,000 | +73.2% | 130,320 | +66.6% | 1.16% | +64.8% |
| Q4 2015 | $3,016,000 | +85.4% | 78,208 | +72.9% | 0.70% | +75.2% |
| Q3 2015 | $1,627,000 | – | 45,246 | – | 0.40% | – |
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% |