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 | $338,828 | +465.4% | 4,788 | +480.4% | 0.05% | +525.0% |
| Q2 2023 | $59,931 | -0.7% | 825 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $60,366 | -1.3% | 825 | +1.9% | 0.01% | -10.0% |
| Q4 2022 | $61,187 | +17.7% | 810 | +2.5% | 0.01% | -9.1% |
| Q3 2022 | $52,000 | -3.7% | 790 | +3.9% | 0.01% | +10.0% |
| Q2 2022 | $54,000 | -6.9% | 760 | +2.7% | 0.01% | -9.1% |
| Q1 2022 | $58,000 | +7.4% | 740 | +11.3% | 0.01% | +10.0% |
| Q4 2021 | $54,000 | +10.2% | 665 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $49,000 | +2.1% | 665 | +3.9% | 0.01% | 0.0% |
| Q2 2021 | $48,000 | +9.1% | 640 | +6.7% | 0.01% | 0.0% |
| Q1 2021 | $44,000 | +33.3% | 600 | +15.4% | 0.01% | +25.0% |
| Q4 2020 | $33,000 | +17.9% | 520 | +2.0% | 0.01% | -11.1% |
| Q3 2020 | $28,000 | +21.7% | 510 | +10.9% | 0.01% | +12.5% |
| Q2 2020 | $23,000 | +15.0% | 460 | +3.4% | 0.01% | 0.0% |
| Q1 2020 | $20,000 | -16.7% | 445 | +6.0% | 0.01% | -33.3% |
| Q4 2019 | $24,000 | – | 420 | – | 0.01% | – |
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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% |