SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 925 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 | $3,535,000 | +4.7% | 43,733 | -3.9% | 1.32% | -4.6% |
| Q3 2021 | $3,377,000 | -5.1% | 45,490 | -3.3% | 1.38% | -5.3% |
| Q2 2021 | $3,558,000 | +0.2% | 47,053 | -3.4% | 1.46% | -10.4% |
| Q1 2021 | $3,551,000 | +13.1% | 48,693 | -0.6% | 1.63% | +7.7% |
| Q4 2020 | $3,141,000 | +4.8% | 48,974 | -9.6% | 1.52% | -17.7% |
| Q3 2020 | $2,996,000 | +8.9% | 54,182 | +1.9% | 1.84% | +7.3% |
| Q2 2020 | $2,752,000 | +26.2% | 53,177 | +9.7% | 1.72% | -39.8% |
| Q1 2020 | $2,181,000 | -20.5% | 48,478 | +3.3% | 2.85% | -2.9% |
| Q4 2019 | $2,744,000 | – | 46,914 | – | 2.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JBJ Investment Partners, LLC | 1,660,019 | $96,148,000 | 29.50% |
| Strategic Wealth Management Group, LLC | 618,333 | $35,814,000 | 23.20% |
| Legacy Financial Strategies, LLC | 482,689 | $27,957,000 | 22.56% |
| Davidson Capital Management Inc. | 439,838 | $25,475,000 | 20.12% |
| HHM Wealth Advisors, LLC | 687,934 | $39,846,000 | 19.15% |
| Reitz Capital Advisors LLC | 273,796 | $15,858,000 | 17.14% |
| Asset Advisors Investment Management, LLC | 1,559,300 | $91,063,000 | 13.24% |
| Avantax Planning Partners, Inc. | 3,676,270 | $212,930,000 | 12.53% |
| Summit Asset Management, LLC | 459,320 | $26,604,000 | 11.35% |
| ISLAY CAPITAL MANAGEMENT, LLC | 193,400 | $11,202,000 | 10.74% |