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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $283,422 | -1.0% | 3,903 | -0.3% | 0.04% | -2.7% |
| Q1 2023 | $286,323 | +94.9% | 3,914 | +101.2% | 0.04% | +85.0% |
| Q4 2022 | $146,940 | +14.8% | 1,945 | +1.1% | 0.02% | -4.8% |
| Q3 2022 | $128,000 | +30.6% | 1,923 | +40.2% | 0.02% | +40.0% |
| Q2 2022 | $98,000 | -9.3% | 1,372 | +0.1% | 0.02% | -6.2% |
| Q1 2022 | $108,000 | +4.9% | 1,370 | +7.2% | 0.02% | +6.7% |
| Q4 2021 | $103,000 | +10.8% | 1,278 | +1.7% | 0.02% | +7.1% |
| Q3 2021 | $93,000 | -2.1% | 1,257 | +0.1% | 0.01% | -12.5% |
| Q2 2021 | $95,000 | +4.4% | 1,256 | +0.1% | 0.02% | -59.0% |
| Q1 2021 | $91,000 | +13.8% | 1,255 | +0.9% | 0.04% | +8.3% |
| Q4 2020 | $80,000 | +17.6% | 1,244 | +1.0% | 0.04% | +33.3% |
| Q3 2020 | $68,000 | +6.2% | 1,232 | +0.1% | 0.03% | 0.0% |
| Q2 2020 | $64,000 | -67.5% | 1,231 | -71.9% | 0.03% | -72.2% |
| Q1 2020 | $197,000 | +169.9% | 4,380 | +246.5% | 0.10% | +246.4% |
| Q4 2019 | $73,000 | +9.0% | 1,264 | +3.9% | 0.03% | -6.7% |
| Q3 2019 | $67,000 | -16.2% | 1,217 | -19.5% | 0.03% | -16.7% |
| Q2 2019 | $80,000 | +1.3% | 1,512 | +0.7% | 0.04% | +2.9% |
| Q1 2019 | $79,000 | -24.8% | 1,502 | -32.8% | 0.04% | -31.4% |
| Q4 2018 | $105,000 | +32.9% | 2,236 | +49.5% | 0.05% | +54.5% |
| Q3 2018 | $79,000 | +1.3% | 1,496 | -5.4% | 0.03% | -5.7% |
| Q2 2018 | $78,000 | +6.8% | 1,581 | +6.0% | 0.04% | +2.9% |
| Q1 2018 | $73,000 | +284.2% | 1,491 | +303.0% | 0.03% | +325.0% |
| Q4 2017 | $19,000 | +280.0% | 370 | +221.7% | 0.01% | +166.7% |
| Q2 2017 | $5,000 | -54.5% | 115 | -54.7% | 0.00% | -50.0% |
| Q1 2017 | $11,000 | -50.0% | 254 | -49.2% | 0.01% | -50.0% |
| Q4 2016 | $22,000 | +4.8% | 500 | 0.0% | 0.01% | +9.1% |
| Q3 2016 | $21,000 | 0.0% | 500 | 0.0% | 0.01% | -8.3% |
| Q2 2016 | $21,000 | – | 500 | – | 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% |