SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,373,288 | -2.4% | 47,672 | +0.2% | 0.12% | +2.6% |
| Q2 2023 | $3,456,390 | -5.2% | 47,596 | -4.5% | 0.12% | -8.7% |
| Q1 2023 | $3,645,469 | +3.2% | 49,829 | +6.5% | 0.13% | -1.6% |
| Q4 2022 | $3,533,555 | +34.2% | 46,777 | +18.0% | 0.13% | +29.3% |
| Q3 2022 | $2,633,000 | -21.0% | 39,640 | -11.5% | 0.10% | -20.2% |
| Q2 2022 | $3,332,000 | -3.4% | 44,773 | +2.3% | 0.12% | +12.7% |
| Q1 2022 | $3,451,000 | +9.3% | 43,745 | +12.0% | 0.11% | +17.0% |
| Q4 2021 | $3,158,000 | +9.0% | 39,068 | +0.1% | 0.09% | +1.1% |
| Q3 2021 | $2,898,000 | -1.8% | 39,042 | +0.1% | 0.09% | -1.1% |
| Q2 2021 | $2,950,000 | +16.8% | 39,016 | +12.7% | 0.09% | +10.6% |
| Q1 2021 | $2,525,000 | +19.1% | 34,632 | +4.8% | 0.08% | +11.8% |
| Q4 2020 | $2,120,000 | +49.7% | 33,055 | +29.1% | 0.08% | +31.0% |
| Q3 2020 | $1,416,000 | -15.5% | 25,614 | -20.9% | 0.06% | -21.6% |
| Q2 2020 | $1,676,000 | – | 32,381 | – | 0.07% | – |
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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% |