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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,127,125 | +2.7% | 30,061 | +5.4% | 0.49% | -0.6% |
| Q2 2023 | $2,070,433 | +11.9% | 28,511 | +12.7% | 0.50% | +4.2% |
| Q1 2023 | $1,850,748 | +9.3% | 25,297 | +12.8% | 0.48% | +1.7% |
| Q4 2022 | $1,693,422 | +14.2% | 22,418 | +0.4% | 0.47% | +8.8% |
| Q3 2022 | $1,483,000 | -6.6% | 22,327 | +0.8% | 0.43% | -2.7% |
| Q2 2022 | $1,587,000 | -7.4% | 22,156 | +2.0% | 0.44% | +9.9% |
| Q1 2022 | $1,714,000 | +6.4% | 21,730 | +9.0% | 0.40% | +3.6% |
| Q4 2021 | $1,611,000 | -34.8% | 19,928 | -40.1% | 0.39% | -44.7% |
| Q3 2021 | $2,469,000 | +6.4% | 33,258 | +8.4% | 0.70% | -2.9% |
| Q2 2021 | $2,321,000 | +20.7% | 30,691 | +16.4% | 0.72% | +4.2% |
| Q1 2021 | $1,923,000 | +19.9% | 26,367 | +5.4% | 0.70% | +26.1% |
| Q4 2020 | $1,604,000 | +22.3% | 25,015 | +5.4% | 0.55% | +10.0% |
| Q3 2020 | $1,312,000 | +7.9% | 23,725 | +1.0% | 0.50% | -6.5% |
| Q2 2020 | $1,216,000 | +7.3% | 23,500 | +5.3% | 0.54% | +4.9% |
| Q1 2020 | $1,133,000 | – | 22,313 | – | 0.51% | – |
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% |