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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $240,053 | -47.3% | 3,282 | -45.6% | 0.05% | -51.5% |
| Q4 2022 | $455,443 | -43.4% | 6,029 | -46.4% | 0.10% | +21.2% |
| Q2 2022 | $805,000 | +136.8% | 11,240 | +161.1% | 0.08% | +166.7% |
| Q1 2022 | $340,000 | +7.3% | 4,305 | +9.8% | 0.03% | +15.4% |
| Q4 2021 | $317,000 | -47.9% | 3,919 | -52.2% | 0.03% | -51.9% |
| Q3 2021 | $609,000 | +5.7% | 8,197 | +7.7% | 0.05% | +92.9% |
| Q2 2021 | $576,000 | -94.0% | 7,614 | -94.2% | 0.03% | -97.1% |
| Q1 2021 | $9,531,000 | +3098.3% | 130,711 | +2717.0% | 0.97% | +2750.0% |
| Q4 2020 | $298,000 | -96.7% | 4,640 | -96.9% | 0.03% | -97.0% |
| Q3 2020 | $9,081,000 | +794.7% | 147,830 | +653.7% | 1.12% | +517.1% |
| Q2 2020 | $1,015,000 | +70.0% | 19,614 | +47.8% | 0.18% | +41.4% |
| Q1 2020 | $597,000 | -59.2% | 13,274 | -47.5% | 0.13% | -54.1% |
| Q4 2019 | $1,465,000 | +3.2% | 25,289 | -2.4% | 0.28% | +1.5% |
| Q3 2019 | $1,420,000 | -99.8% | 25,915 | +71.8% | 0.28% | +47.1% |
| Q2 2019 | $807,026,000 | +99165.2% | 15,086 | -3.0% | 0.19% | -18.7% |
| Q1 2019 | $813,000 | -23.7% | 15,560 | -31.4% | 0.23% | -26.8% |
| Q4 2018 | $1,065,000 | -21.8% | 22,669 | -13.7% | 0.31% | -12.5% |
| Q3 2018 | $1,362,000 | -13.1% | 26,267 | -17.4% | 0.36% | -49.2% |
| Q2 2018 | $1,568,000 | -64.0% | 31,810 | -64.3% | 0.71% | -57.9% |
| Q1 2018 | $4,360,000 | -14.0% | 89,195 | -9.5% | 1.68% | -16.3% |
| Q4 2017 | $5,069,000 | +29.2% | 98,521 | +17.5% | 2.00% | +5.2% |
| Q3 2017 | $3,923,000 | +120.8% | 83,833 | +112.8% | 1.90% | +91.4% |
| Q2 2017 | $1,777,000 | +51.5% | 39,397 | +49.7% | 0.99% | +13.2% |
| Q1 2017 | $1,173,000 | +12.9% | 26,311 | +10.3% | 0.88% | +1.4% |
| Q4 2016 | $1,039,000 | – | 23,846 | – | 0.87% | – |
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% |