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 | $2,050,071 | -6.9% | 29,819 | +1.0% | 0.11% | -2.6% |
| Q2 2023 | $2,201,226 | +11.0% | 29,531 | +9.2% | 0.11% | -1.7% |
| Q1 2023 | $1,983,382 | +9.8% | 27,055 | +16.0% | 0.12% | +4.5% |
| Q4 2022 | $1,806,245 | +65.9% | 23,333 | +59.1% | 0.11% | +42.3% |
| Q3 2022 | $1,089,000 | -2.5% | 14,664 | -2.3% | 0.08% | -3.7% |
| Q2 2022 | $1,117,000 | +3.2% | 15,004 | +4.7% | 0.08% | -2.4% |
| Q1 2022 | $1,082,000 | +5.6% | 14,328 | +8.0% | 0.08% | +13.7% |
| Q4 2021 | $1,025,000 | -7.6% | 13,263 | -5.6% | 0.07% | -6.4% |
| Q3 2021 | $1,109,000 | -22.9% | 14,053 | -25.7% | 0.08% | +47.2% |
| Q2 2021 | $1,438,000 | +124.0% | 18,914 | +120.4% | 0.05% | 0.0% |
| Q1 2021 | $642,000 | +20.7% | 8,583 | +6.0% | 0.05% | +6.0% |
| Q4 2020 | $532,000 | +362.6% | 8,094 | +246.8% | 0.05% | +194.1% |
| Q3 2018 | $115,000 | 0.0% | 2,334 | 0.0% | 0.02% | -5.6% |
| Q2 2018 | $115,000 | +0.9% | 2,334 | 0.0% | 0.02% | -10.0% |
| Q1 2018 | $114,000 | -4.2% | 2,334 | 0.0% | 0.02% | +5.3% |
| Q4 2017 | $119,000 | +9.2% | 2,334 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $109,000 | -37.4% | 2,334 | -41.5% | 0.02% | -57.8% |
| Q2 2017 | $174,000 | +95.5% | 3,990 | +99.5% | 0.04% | +80.0% |
| Q1 2017 | $89,000 | -32.1% | 2,000 | -33.3% | 0.02% | -47.9% |
| Q4 2016 | $131,000 | +3.1% | 3,000 | 0.0% | 0.05% | -4.0% |
| Q3 2016 | $127,000 | – | 3,000 | – | 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% |