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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $271,018 | -0.7% | 3,732 | 0.0% | 0.08% | -9.9% |
| Q1 2023 | $273,033 | -3.2% | 3,732 | 0.0% | 0.09% | -12.5% |
| Q4 2022 | $281,915 | +13.7% | 3,732 | 0.0% | 0.10% | -11.1% |
| Q3 2022 | $248,000 | -7.1% | 3,732 | 0.0% | 0.12% | -13.3% |
| Q2 2022 | $267,000 | -9.2% | 3,732 | 0.0% | 0.14% | -10.6% |
| Q1 2022 | $294,000 | -2.3% | 3,732 | 0.0% | 0.15% | -12.7% |
| Q4 2021 | $301,000 | +8.7% | 3,732 | 0.0% | 0.17% | -23.8% |
| Q3 2021 | $277,000 | -1.8% | 3,732 | 0.0% | 0.23% | -5.4% |
| Q2 2021 | $282,000 | +3.7% | 3,732 | 0.0% | 0.24% | -22.8% |
| Q1 2021 | $272,000 | +13.8% | 3,732 | 0.0% | 0.31% | +19.2% |
| Q4 2020 | $239,000 | -42.0% | 3,732 | -50.0% | 0.26% | +45.0% |
| Q3 2020 | $412,000 | +105.0% | 7,464 | +66.6% | 0.18% | +45.2% |
| Q1 2020 | $201,000 | -22.4% | 4,480 | 0.0% | 0.12% | +63.2% |
| Q4 2019 | $259,000 | +5.7% | 4,480 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $245,000 | +2.9% | 4,480 | 0.0% | 0.08% | +4.1% |
| Q2 2019 | $238,000 | +1.7% | 4,480 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $234,000 | +11.4% | 4,480 | 0.0% | 0.07% | +2.8% |
| Q4 2018 | $210,000 | -11.8% | 4,480 | 0.0% | 0.07% | 0.0% |
| Q3 2018 | $238,000 | +7.7% | 4,480 | 0.0% | 0.07% | +4.4% |
| Q2 2018 | $221,000 | +0.5% | 4,480 | 0.0% | 0.07% | -1.4% |
| Q1 2018 | $220,000 | -26.2% | 4,480 | -23.0% | 0.07% | -28.9% |
| Q4 2017 | $298,000 | – | 5,821 | – | 0.10% | – |
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% |