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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $2,146,000 | -4.4% | 2,146 | -92.9% | 1.65% | -16.7% |
Q3 2021 | $2,245,000 | +4.6% | 30,244 | +2.8% | 1.98% | +43.1% |
Q1 2021 | $2,146,000 | +14.2% | 29,428 | +0.4% | 1.38% | +1.5% |
Q4 2020 | $1,879,000 | +7.6% | 29,302 | -7.2% | 1.36% | -19.9% |
Q3 2020 | $1,746,000 | +7.9% | 31,572 | +1.0% | 1.70% | +3.2% |
Q2 2020 | $1,618,000 | -37.5% | 31,266 | -45.7% | 1.65% | -38.6% |
Q1 2020 | $2,588,000 | +37.5% | 57,531 | +77.1% | 2.68% | +71.1% |
Q4 2019 | $1,882,000 | +3.7% | 32,492 | -1.9% | 1.57% | -4.4% |
Q3 2019 | $1,814,000 | +1.7% | 33,108 | -1.5% | 1.64% | -14.0% |
Q2 2019 | $1,784,000 | +2.8% | 33,608 | +1.3% | 1.91% | -13.1% |
Q1 2019 | $1,735,000 | – | 33,182 | – | 2.20% | – |
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% |