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 | $590,800 | +10.6% | 8,349 | +13.5% | 0.37% | +3.7% |
| Q2 2023 | $534,279 | -38.0% | 7,357 | -37.5% | 0.35% | -36.4% |
| Q1 2023 | $861,536 | +25.7% | 11,776 | +29.8% | 0.56% | +27.3% |
| Q4 2022 | $685,548 | +37.4% | 9,075 | +20.7% | 0.44% | +25.3% |
| Q3 2022 | $499,000 | -34.5% | 7,519 | -29.3% | 0.35% | -37.7% |
| Q2 2022 | $762,000 | -22.6% | 10,637 | -14.8% | 0.56% | -11.8% |
| Q1 2022 | $985,000 | +13.9% | 12,483 | +16.7% | 0.63% | -0.2% |
| Q4 2021 | $865,000 | -94.6% | 10,701 | -95.1% | 0.64% | -94.9% |
| Q3 2021 | $16,165,000 | +3.4% | 217,741 | +4.9% | 12.47% | +5.2% |
| Q2 2021 | $15,628,000 | – | 207,657 | – | 11.85% | – |
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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% |