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 | $1,484,834 | -0.7% | 20,984 | +1.9% | 0.43% | -1.6% |
| Q2 2023 | $1,495,150 | +14.6% | 20,589 | +15.5% | 0.44% | +8.4% |
| Q1 2023 | $1,304,427 | +366.4% | 17,830 | +381.6% | 0.41% | +328.4% |
| Q4 2022 | $279,654 | +22.1% | 3,702 | +7.6% | 0.10% | +11.8% |
| Q3 2022 | $229,000 | -6.5% | 3,441 | +0.7% | 0.08% | +1.2% |
| Q2 2022 | $245,000 | -8.6% | 3,417 | +0.7% | 0.08% | +5.0% |
| Q1 2022 | $268,000 | -0.7% | 3,392 | +1.6% | 0.08% | +8.1% |
| Q4 2021 | $270,000 | +28.6% | 3,340 | +18.3% | 0.07% | +48.0% |
| Q3 2021 | $210,000 | -2.3% | 2,824 | -0.7% | 0.05% | +2.0% |
| Q2 2021 | $215,000 | – | 2,845 | – | 0.05% | – |
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% |