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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,295,377 | +0.9% | 61,319 | +8.0% | 0.89% | -9.4% |
| Q4 2022 | $4,259,062 | +7.0% | 56,757 | -5.3% | 0.98% | -7.1% |
| Q3 2022 | $3,981,000 | +20.5% | 59,923 | +29.9% | 1.06% | +50.8% |
| Q2 2022 | $3,304,000 | +1.3% | 46,121 | +11.5% | 0.70% | +20.4% |
| Q1 2022 | $3,263,000 | +6.0% | 41,356 | +8.6% | 0.58% | +8.6% |
| Q4 2021 | $3,079,000 | +35.6% | 38,087 | +29.1% | 0.54% | +28.7% |
| Q3 2021 | $2,270,000 | – | 29,512 | – | 0.42% | – |
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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% |