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 | $1,449,384 | +117.6% | 20,483 | +132.3% | 2.12% | +721.3% |
| Q4 2022 | $666,163 | +11.6% | 8,819 | -1.9% | 0.26% | -24.6% |
| Q3 2022 | $597,000 | +2.9% | 8,990 | +10.9% | 0.34% | +6.2% |
| Q2 2022 | $580,000 | -7.9% | 8,105 | +1.4% | 0.32% | +72.2% |
| Q1 2022 | $630,000 | -1.6% | 7,997 | +0.9% | 0.19% | +9.4% |
| Q4 2021 | $640,000 | +40.0% | 7,923 | +28.7% | 0.17% | +71.0% |
| Q3 2021 | $457,000 | -0.4% | 6,158 | +1.8% | 0.10% | +14.9% |
| Q2 2021 | $459,000 | +1.3% | 6,050 | -2.6% | 0.09% | -1.1% |
| Q1 2021 | $453,000 | +70.9% | 6,213 | +50.4% | 0.09% | +87.2% |
| Q4 2020 | $265,000 | -77.7% | 4,132 | -83.7% | 0.05% | -89.2% |
| Q4 2018 | $1,187,000 | -2.0% | 25,274 | +10.6% | 0.44% | +22.8% |
| Q3 2018 | $1,211,000 | -0.7% | 22,845 | -2.7% | 0.36% | +0.3% |
| Q2 2018 | $1,220,000 | +9.8% | 23,485 | +3.6% | 0.36% | +10.2% |
| Q1 2018 | $1,111,000 | 0.0% | 22,669 | +9.6% | 0.32% | +15.0% |
| Q4 2017 | $1,111,000 | – | 20,691 | – | 0.28% | – |
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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% |