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 | $1,995,898 | +26.3% | 28,207 | +29.7% | 0.25% | +26.5% |
| Q2 2023 | $1,579,925 | +172.3% | 21,756 | +174.3% | 0.20% | +159.7% |
| Q1 2023 | $580,207 | -2.8% | 7,931 | +0.4% | 0.08% | +4.1% |
| Q4 2022 | $596,651 | -10.3% | 7,899 | -21.1% | 0.07% | -29.5% |
| Q3 2022 | $665,000 | +34.3% | 10,017 | +44.7% | 0.10% | +38.2% |
| Q2 2022 | $495,000 | +103.7% | 6,921 | +124.3% | 0.08% | +153.3% |
| Q1 2022 | $243,000 | -2.4% | 3,086 | +0.0% | 0.03% | +3.4% |
| Q4 2021 | $249,000 | +11.7% | 3,085 | +2.7% | 0.03% | +7.4% |
| Q3 2021 | $223,000 | +5475.0% | 3,005 | +5792.2% | 0.03% | +2600.0% |
| Q1 2021 | $4,000 | +33.3% | 51 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 51 | +2.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | +50.0% | 50 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -93.9% | 50 | -93.3% | 0.00% | -100.0% |
| Q1 2020 | $33,000 | -21.4% | 750 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $42,000 | +950.0% | 750 | +657.6% | 0.01% | +233.3% |
| Q1 2014 | $4,000 | +100.0% | 99 | +65.0% | 0.00% | +50.0% |
| Q4 2013 | $2,000 | – | 60 | – | 0.00% | – |
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% |