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 2021 | $79,000 | +58.0% | 975 | +45.7% | 0.02% | +53.8% |
| Q3 2021 | $50,000 | -2.0% | 669 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $51,000 | +4.1% | 669 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $49,000 | +96.0% | 669 | +73.3% | 0.01% | +100.0% |
| Q4 2020 | $25,000 | +19.0% | 386 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $21,000 | +5.0% | 386 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $20,000 | +17.6% | 386 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $17,000 | -22.7% | 386 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $22,000 | 0.0% | 386 | -5.6% | 0.01% | -8.3% |
| Q3 2019 | $22,000 | -46.3% | 409 | -47.3% | 0.01% | -47.8% |
| Q2 2019 | $41,000 | +95.2% | 776 | +89.7% | 0.02% | +91.7% |
| Q1 2019 | $21,000 | 0.0% | 409 | -7.0% | 0.01% | -20.0% |
| Q4 2018 | $21,000 | -44.7% | 440 | -39.1% | 0.02% | -37.5% |
| Q3 2018 | $38,000 | -98.6% | 723 | -98.7% | 0.02% | -98.9% |
| Q2 2018 | $2,772,000 | -65.8% | 56,240 | -65.9% | 2.10% | -67.6% |
| Q1 2018 | $8,096,000 | +134833.3% | 165,131 | +137509.2% | 6.49% | +108000.0% |
| Q4 2017 | $6,000 | – | 120 | – | 0.01% | – |
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% |