SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,454 | -6.9% | 48,808 | -4.5% | 0.17% | -2.8% |
Q2 2023 | $3,710 | +3.2% | 51,085 | +4.0% | 0.18% | -1.7% |
Q1 2023 | $3,595 | +7.0% | 49,141 | +10.5% | 0.18% | -2.7% |
Q4 2022 | $3,359 | -99.8% | 44,461 | +55.7% | 0.18% | +72.9% |
Q3 2022 | $1,897,000 | +196.9% | 28,550 | +219.8% | 0.11% | +205.7% |
Q2 2022 | $639,000 | +0.8% | 8,927 | +11.1% | 0.04% | +20.7% |
Q1 2022 | $634,000 | +30.5% | 8,034 | +33.6% | 0.03% | +38.1% |
Q4 2021 | $486,000 | +67.0% | 6,012 | +53.6% | 0.02% | +50.0% |
Q3 2021 | $291,000 | -8.8% | 3,914 | -35.9% | 0.01% | -58.8% |
Q1 2019 | $319,000 | +11.1% | 6,108 | +0.1% | 0.03% | -8.1% |
Q4 2018 | $287,000 | +16.7% | 6,100 | +31.5% | 0.04% | +32.1% |
Q3 2018 | $246,000 | +12.8% | 4,640 | +4.7% | 0.03% | +3.7% |
Q2 2018 | $218,000 | – | 4,431 | – | 0.03% | – |
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% |