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 | $35,947 | +201.5% | 508 | +209.8% | 0.00% | +300.0% |
| Q2 2023 | $11,921 | +62.9% | 164 | +64.0% | 0.00% | 0.0% |
| Q1 2023 | $7,316 | -93.2% | 100 | -93.0% | 0.00% | -92.9% |
| Q4 2022 | $108,120 | +68.9% | 1,431 | +47.8% | 0.01% | +75.0% |
| Q3 2022 | $64,000 | +52.4% | 968 | +65.8% | 0.01% | +60.0% |
| Q2 2022 | $42,000 | -50.6% | 584 | -45.8% | 0.01% | -50.0% |
| Q1 2022 | $85,000 | -50.6% | 1,078 | -49.2% | 0.01% | -50.0% |
| Q4 2021 | $172,000 | -2.8% | 2,122 | -11.0% | 0.02% | -9.1% |
| Q3 2021 | $177,000 | +113.3% | 2,385 | +117.2% | 0.02% | +120.0% |
| Q2 2021 | $83,000 | +1975.0% | 1,098 | +1730.0% | 0.01% | +900.0% |
| Q1 2021 | $4,000 | -76.5% | 60 | -76.8% | 0.00% | -66.7% |
| Q4 2020 | $17,000 | -60.5% | 259 | -66.5% | 0.00% | -57.1% |
| Q3 2020 | $43,000 | – | 773 | +12783.3% | 0.01% | – |
| Q4 2019 | $0 | -100.0% | 6 | -94.4% | 0.00% | -100.0% |
| Q4 2018 | $5,000 | – | 107 | – | 0.00% | – |
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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% |