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 | $621,697 | +3.2% | 8,786 | +5.9% | 0.05% | +8.0% |
| Q2 2023 | $602,674 | +47.8% | 8,299 | +48.9% | 0.05% | +35.1% |
| Q1 2023 | $407,794 | -22.0% | 5,574 | -19.4% | 0.04% | -27.5% |
| Q4 2022 | $522,510 | +13.8% | 6,917 | 0.0% | 0.05% | +6.2% |
| Q3 2022 | $459,000 | -7.5% | 6,917 | -0.2% | 0.05% | -4.0% |
| Q2 2022 | $496,000 | -12.1% | 6,928 | -3.1% | 0.05% | +2.0% |
| Q1 2022 | $564,000 | -2.6% | 7,146 | -0.3% | 0.05% | 0.0% |
| Q4 2021 | $579,000 | +8.2% | 7,165 | -0.6% | 0.05% | -2.0% |
| Q3 2021 | $535,000 | -29.9% | 7,209 | -28.6% | 0.05% | -31.5% |
| Q2 2021 | $763,000 | -3.3% | 10,095 | -6.7% | 0.07% | -7.6% |
| Q1 2021 | $789,000 | – | 10,824 | – | 0.08% | – |
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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% |