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 | $25,050 | +29.2% | 354 | +32.6% | 0.01% | +25.0% |
| Q2 2023 | $19,390 | -9.2% | 267 | -8.6% | 0.00% | -20.0% |
| Q1 2023 | $21,363 | -56.5% | 292 | -55.1% | 0.01% | -54.5% |
| Q4 2022 | $49,155 | +113.7% | 651 | +87.1% | 0.01% | +83.3% |
| Q3 2022 | $23,000 | -8.0% | 348 | -1.7% | 0.01% | -14.3% |
| Q2 2022 | $25,000 | -10.7% | 354 | +1.7% | 0.01% | -12.5% |
| Q4 2021 | $28,000 | +7.7% | 348 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $26,000 | 0.0% | 348 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 348 | 0.0% | 0.01% | -18.2% |
| Q1 2021 | $25,000 | +47.1% | 348 | +31.8% | 0.01% | +37.5% |
| Q4 2020 | $17,000 | +13.3% | 264 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | 0.0% | 264 | -29.2% | 0.01% | +33.3% |
| Q1 2016 | $15,000 | +7.1% | 373 | 0.0% | 0.01% | -50.0% |
| Q4 2015 | $14,000 | – | 373 | – | 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% |