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 | $17,951,859 | +0.9% | 253,701 | +3.5% | 5.55% | -1.4% |
| Q2 2023 | $17,793,942 | +3.2% | 245,028 | +3.9% | 5.64% | +4.0% |
| Q1 2023 | $17,250,036 | -10.3% | 235,785 | -7.4% | 5.42% | -16.5% |
| Q4 2022 | $19,230,627 | +64.3% | 254,575 | +44.5% | 6.49% | +39.5% |
| Q3 2022 | $11,707,000 | -6.6% | 176,227 | +0.7% | 4.65% | +2.7% |
| Q2 2022 | $12,531,000 | -0.5% | 174,944 | +9.6% | 4.53% | +32.5% |
| Q1 2022 | $12,591,000 | +20.4% | 159,604 | +23.4% | 3.42% | +22.6% |
| Q4 2021 | $10,454,000 | +38.8% | 129,330 | +27.5% | 2.79% | +26.4% |
| Q3 2021 | $7,529,000 | +11.2% | 101,418 | +13.3% | 2.21% | +11.5% |
| Q2 2021 | $6,769,000 | +34.3% | 89,514 | +29.5% | 1.98% | +13.8% |
| Q1 2021 | $5,040,000 | +43.1% | 69,119 | +25.9% | 1.74% | +31.1% |
| Q4 2020 | $3,521,000 | +973.5% | 54,899 | +826.9% | 1.33% | +766.7% |
| Q3 2020 | $328,000 | – | 5,923 | – | 0.15% | – |
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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% |