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 | $5,164,447 | -2.6% | 72,985 | 0.0% | 0.66% | +0.6% |
| Q2 2023 | $5,300,200 | -0.7% | 72,985 | +0.0% | 0.66% | -13.5% |
| Q1 2023 | $5,337,398 | -3.1% | 72,955 | +0.0% | 0.76% | +109.3% |
| Q4 2022 | $5,508,991 | +13.8% | 72,928 | +0.0% | 0.36% | +57.3% |
| Q3 2022 | $4,843,000 | -14.1% | 72,899 | -7.4% | 0.23% | -42.9% |
| Q2 2022 | $5,639,000 | -9.2% | 78,730 | +0.0% | 0.41% | +4.6% |
| Q1 2022 | $6,209,000 | +5.5% | 78,700 | +8.1% | 0.39% | -58.7% |
| Q4 2021 | $5,886,000 | +8.9% | 72,819 | 0.0% | 0.94% | +3.0% |
| Q3 2021 | $5,406,000 | -1.8% | 72,819 | 0.0% | 0.91% | -1.4% |
| Q2 2021 | $5,507,000 | -12.3% | 72,819 | -15.4% | 0.93% | -19.5% |
| Q1 2021 | $6,280,000 | +7.8% | 86,117 | -5.2% | 1.15% | -12.6% |
| Q4 2020 | $5,826,000 | +18.8% | 90,827 | +2.4% | 1.32% | +5.8% |
| Q3 2020 | $4,903,000 | +10.7% | 88,660 | +3.6% | 1.24% | +0.6% |
| Q2 2020 | $4,428,000 | +27.5% | 85,564 | +10.9% | 1.24% | -4.7% |
| Q1 2020 | $3,472,000 | +364.8% | 77,180 | +498.4% | 1.30% | +382.2% |
| Q4 2019 | $747,000 | +6.6% | 12,898 | +0.8% | 0.27% | -1.8% |
| Q3 2019 | $701,000 | – | 12,800 | – | 0.27% | – |
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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% |