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 2021 | $998,000 | -5.8% | 13,201 | -4.5% | 0.33% | -3.5% |
| Q1 2021 | $1,060,000 | -87.8% | 13,821 | -89.8% | 0.34% | +88.5% |
| Q4 2020 | $8,716,000 | +17.8% | 135,888 | +1.6% | 0.18% | -35.8% |
| Q3 2020 | $7,400,000 | +38.9% | 133,807 | +29.9% | 0.28% | +31.3% |
| Q2 2020 | $5,329,000 | +37.9% | 102,973 | +19.9% | 0.22% | +4.8% |
| Q1 2020 | $3,863,000 | -59.8% | 85,888 | -48.3% | 0.21% | -39.7% |
| Q4 2019 | $9,619,000 | +1304.2% | 166,078 | +1228.3% | 0.34% | +1219.2% |
| Q3 2019 | $685,000 | +1.8% | 12,503 | -1.4% | 0.03% | -7.1% |
| Q2 2019 | $673,000 | +25.6% | 12,678 | +23.6% | 0.03% | +21.7% |
| Q1 2019 | $536,000 | +54.5% | 10,256 | +56.5% | 0.02% | +53.3% |
| Q4 2018 | $347,000 | 0.0% | 6,555 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $347,000 | – | 6,555 | – | 0.02% | – |
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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% |