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 | $728,711 | +26.0% | 10,632 | +36.3% | 0.34% | +32.9% |
| Q2 2023 | $578,390 | +17.6% | 7,799 | +11.4% | 0.26% | +13.8% |
| Q1 2023 | $491,718 | +39.6% | 7,003 | +51.8% | 0.22% | +44.5% |
| Q4 2022 | $352,192 | +14.0% | 4,612 | +4.6% | 0.16% | +6.2% |
| Q3 2022 | $309,000 | -25.0% | 4,409 | -22.5% | 0.15% | -22.8% |
| Q2 2022 | $412,000 | -5.1% | 5,689 | +4.2% | 0.19% | +6.2% |
| Q1 2022 | $434,000 | +2.6% | 5,462 | +0.7% | 0.18% | 0.0% |
| Q4 2021 | $423,000 | -0.2% | 5,426 | +0.9% | 0.18% | +4.7% |
| Q3 2021 | $424,000 | +55.9% | 5,379 | +49.1% | 0.17% | +45.3% |
| Q2 2021 | $272,000 | +0.7% | 3,607 | 0.0% | 0.12% | -2.5% |
| Q1 2021 | $270,000 | +1.5% | 3,607 | -10.0% | 0.12% | -8.4% |
| Q4 2020 | $266,000 | +7.7% | 4,007 | -0.2% | 0.13% | +1.6% |
| Q3 2020 | $247,000 | +17.1% | 4,015 | +0.8% | 0.13% | 0.0% |
| Q3 2018 | $211,000 | -1.4% | 3,985 | -4.8% | 0.13% | -3.7% |
| Q4 2017 | $214,000 | +2.4% | 4,185 | -6.7% | 0.13% | +0.8% |
| Q3 2017 | $209,000 | +1.5% | 4,485 | -2.2% | 0.13% | -5.0% |
| Q2 2017 | $206,000 | +1.0% | 4,585 | 0.0% | 0.14% | -1.4% |
| Q1 2017 | $204,000 | – | 4,585 | – | 0.14% | – |
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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% |