SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,078,417 | -0.3% | 43,505 | +2.3% | 0.75% | +1.4% |
| Q2 2023 | $3,086,978 | -1.2% | 42,509 | -0.5% | 0.74% | -6.4% |
| Q1 2023 | $3,125,709 | -4.2% | 42,724 | -1.1% | 0.79% | -11.3% |
| Q4 2022 | $3,263,251 | +13.8% | 43,199 | +0.0% | 0.89% | +6.2% |
| Q3 2022 | $2,868,000 | -4.1% | 43,180 | +3.4% | 0.84% | -2.5% |
| Q2 2022 | $2,991,000 | -10.4% | 41,752 | -1.3% | 0.86% | +0.8% |
| Q1 2022 | $3,337,000 | -3.2% | 42,298 | -0.9% | 0.85% | -1.2% |
| Q4 2021 | $3,449,000 | +18.4% | 42,667 | +8.7% | 0.86% | +9.8% |
| Q3 2021 | $2,913,000 | -0.9% | 39,243 | +1.0% | 0.78% | -2.9% |
| Q2 2021 | $2,938,000 | +9.3% | 38,858 | +5.5% | 0.80% | -2.1% |
| Q1 2021 | $2,687,000 | +19.5% | 36,845 | +5.1% | 0.82% | +14.5% |
| Q4 2020 | $2,249,000 | +49.3% | 35,067 | +28.7% | 0.72% | +37.8% |
| Q3 2020 | $1,506,000 | +228.8% | 27,239 | +208.1% | 0.52% | +210.1% |
| Q2 2020 | $458,000 | – | 8,842 | – | 0.17% | – |
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% |