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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,526,717 | -6.0% | 20,054 | -12.6% | 0.62% | -12.6% |
| Q3 2023 | $1,624,508 | -9.1% | 22,958 | -6.8% | 0.71% | -7.7% |
| Q2 2023 | $1,787,977 | -1.4% | 24,621 | -0.6% | 0.77% | -8.0% |
| Q1 2023 | $1,812,758 | -4.3% | 24,778 | -1.2% | 0.84% | -9.0% |
| Q4 2022 | $1,894,543 | +15.0% | 25,080 | +1.1% | 0.92% | +5.9% |
| Q3 2022 | $1,648,000 | +3.3% | 24,804 | +11.4% | 0.87% | +7.4% |
| Q2 2022 | $1,595,000 | -9.2% | 22,266 | -0.0% | 0.81% | +4.8% |
| Q1 2022 | $1,757,000 | -2.9% | 22,271 | -0.6% | 0.77% | 0.0% |
| Q4 2021 | $1,810,000 | +1.2% | 22,395 | -7.0% | 0.77% | -0.5% |
| Q3 2021 | $1,789,000 | -1.9% | 24,093 | -0.1% | 0.77% | +0.9% |
| Q2 2021 | $1,824,000 | -13.3% | 24,121 | -16.4% | 0.77% | -21.3% |
| Q1 2021 | $2,105,000 | +10.7% | 28,868 | -2.6% | 0.98% | -0.8% |
| Q4 2020 | $1,901,000 | -7.9% | 29,637 | -20.6% | 0.98% | -17.1% |
| Q3 2020 | $2,064,000 | -43.9% | 37,319 | -47.5% | 1.19% | -50.5% |
| Q2 2020 | $3,677,000 | -34.7% | 71,049 | -43.3% | 2.40% | -54.1% |
| Q1 2020 | $5,633,000 | -22.7% | 125,234 | -0.5% | 5.22% | -9.1% |
| Q4 2019 | $7,290,000 | – | 125,855 | – | 5.74% | – |
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% |