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 | $7,079,886 | -4.4% | 100,055 | -1.9% | 4.00% | +5.6% |
Q2 2023 | $7,403,292 | +8.7% | 101,946 | +9.5% | 3.79% | +5.1% |
Q1 2023 | $6,808,522 | -3.0% | 93,063 | +0.2% | 3.60% | -2.6% |
Q4 2022 | $7,016,474 | +180.5% | 92,884 | +146.7% | 3.70% | +144.9% |
Q3 2022 | $2,501,000 | -0.9% | 37,653 | +6.9% | 1.51% | +9.1% |
Q2 2022 | $2,524,000 | -3.9% | 35,230 | +5.8% | 1.38% | +17.0% |
Q1 2022 | $2,626,000 | +1.6% | 33,289 | +4.1% | 1.18% | -2.2% |
Q4 2021 | $2,585,000 | -7.9% | 31,975 | -15.4% | 1.21% | -20.2% |
Q3 2021 | $2,806,000 | +2.7% | 37,796 | +4.6% | 1.52% | +6.4% |
Q2 2021 | $2,732,000 | +9.5% | 36,131 | +5.6% | 1.43% | -2.2% |
Q1 2021 | $2,495,000 | +69.3% | 34,209 | +48.9% | 1.46% | +53.7% |
Q4 2020 | $1,474,000 | +58.5% | 22,978 | +36.6% | 0.95% | +37.3% |
Q3 2020 | $930,000 | +39.4% | 16,822 | +30.6% | 0.69% | +16.3% |
Q2 2020 | $667,000 | -59.1% | 12,881 | -54.3% | 0.59% | -63.7% |
Q4 2019 | $1,631,000 | – | 28,165 | – | 1.64% | – |
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% |