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 | $605,895 | -1.3% | 8,563 | +1.3% | 0.18% | -3.8% |
| Q2 2023 | $613,993 | +0.5% | 8,455 | +1.3% | 0.18% | -7.1% |
| Q1 2023 | $610,661 | -1.9% | 8,347 | +1.3% | 0.20% | -10.5% |
| Q4 2022 | $622,458 | +14.2% | 8,240 | +0.5% | 0.22% | +3.8% |
| Q3 2022 | $545,000 | -6.7% | 8,199 | +0.5% | 0.21% | -7.9% |
| Q2 2022 | $584,000 | -8.8% | 8,157 | +0.5% | 0.23% | -1.3% |
| Q1 2022 | $640,000 | -2.1% | 8,114 | +0.3% | 0.23% | -13.8% |
| Q4 2021 | $654,000 | +9.4% | 8,086 | +0.4% | 0.27% | -5.6% |
| Q3 2021 | $598,000 | -1.3% | 8,051 | +0.4% | 0.28% | -4.0% |
| Q2 2021 | $606,000 | +4.1% | 8,017 | +0.4% | 0.30% | -5.4% |
| Q1 2021 | $582,000 | +14.1% | 7,986 | +0.4% | 0.31% | +3.6% |
| Q4 2020 | $510,000 | +16.7% | 7,957 | +0.5% | 0.30% | +0.7% |
| Q3 2020 | $437,000 | +7.1% | 7,917 | +0.5% | 0.30% | -36.5% |
| Q2 2020 | $408,000 | +15.6% | 7,875 | +0.5% | 0.47% | -14.3% |
| Q1 2020 | $353,000 | -21.9% | 7,839 | +0.5% | 0.55% | +38.6% |
| Q4 2019 | $452,000 | +6.6% | 7,799 | +0.8% | 0.40% | -5.2% |
| Q3 2019 | $424,000 | +14.0% | 7,736 | +10.3% | 0.42% | +21.7% |
| Q2 2019 | $372,000 | +1.4% | 7,012 | 0.0% | 0.35% | +34.1% |
| Q1 2019 | $367,000 | +14.7% | 7,012 | +3.0% | 0.26% | +2.0% |
| Q4 2018 | $320,000 | -11.4% | 6,806 | 0.0% | 0.25% | -1.2% |
| Q3 2018 | $361,000 | +7.8% | 6,806 | 0.0% | 0.26% | -36.6% |
| Q2 2018 | $335,000 | +0.3% | 6,806 | 0.0% | 0.40% | +54.8% |
| Q1 2018 | $334,000 | -3.7% | 6,806 | +0.3% | 0.26% | -13.0% |
| Q4 2017 | $347,000 | – | 6,788 | – | 0.30% | – |
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% |