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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,609,995 | +60.7% | 47,789 | +41.3% | 2.14% | +26.5% |
| Q3 2022 | $2,247,000 | +16.5% | 33,826 | +25.6% | 1.69% | +29.3% |
| Q2 2022 | $1,929,000 | +19.7% | 26,928 | +31.8% | 1.31% | +32.5% |
| Q1 2022 | $1,612,000 | +217.3% | 20,432 | +224.9% | 0.99% | +225.4% |
| Q4 2021 | $508,000 | +19.0% | 6,288 | +9.4% | 0.30% | +11.4% |
| Q3 2021 | $427,000 | +1679.2% | 5,746 | +1133.0% | 0.27% | +1195.2% |
| Q1 2019 | $24,000 | +9.1% | 466 | +0.4% | 0.02% | -4.5% |
| Q4 2018 | $22,000 | -8.3% | 464 | +0.9% | 0.02% | 0.0% |
| Q3 2018 | $24,000 | +4.3% | 460 | +0.7% | 0.02% | 0.0% |
| Q2 2018 | $23,000 | +4.5% | 457 | +0.9% | 0.02% | 0.0% |
| Q1 2018 | $22,000 | -4.3% | 453 | +0.4% | 0.02% | 0.0% |
| Q4 2017 | $23,000 | – | 451 | – | 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% |