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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,564,000 | -2.3% | 62,377 | +0.8% | 1.30% | -5.3% |
| Q4 2022 | $4,673,000 | +14.7% | 61,860 | +0.9% | 1.37% | +7.7% |
| Q3 2022 | $4,073,000 | -6.4% | 61,306 | +0.9% | 1.27% | +1.9% |
| Q2 2022 | $4,351,000 | -3.4% | 60,736 | +6.4% | 1.24% | +9.6% |
| Q1 2022 | $4,505,000 | -1.8% | 57,109 | +0.7% | 1.14% | -0.3% |
| Q4 2021 | $4,586,000 | +10.2% | 56,740 | +1.2% | 1.14% | +5.3% |
| Q3 2021 | $4,161,000 | -1.1% | 56,052 | +0.7% | 1.08% | -6.2% |
| Q2 2021 | $4,209,000 | -4.0% | 55,655 | -7.5% | 1.15% | +8.0% |
| Q1 2021 | $4,384,000 | +14.4% | 60,175 | +0.7% | 1.07% | +5.5% |
| Q4 2020 | $3,833,000 | +17.1% | 59,765 | +0.9% | 1.01% | -6.0% |
| Q3 2020 | $3,272,000 | +7.9% | 59,207 | +1.0% | 1.08% | +12.9% |
| Q2 2020 | $3,032,000 | +22.8% | 58,632 | +6.8% | 0.95% | +0.3% |
| Q1 2020 | $2,469,000 | -21.6% | 54,897 | +1.0% | 0.95% | -4.7% |
| Q4 2019 | $3,149,000 | – | 54,372 | – | 1.00% | – |
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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% |