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 | $6,068,909 | +3.9% | 85,768 | +6.6% | 3.72% | +6.7% |
| Q2 2023 | $5,841,770 | +2.0% | 80,443 | +2.8% | 3.49% | -2.1% |
| Q1 2023 | $5,726,352 | -2.8% | 78,272 | +0.4% | 3.56% | -7.5% |
| Q4 2022 | $5,888,765 | +21.2% | 77,956 | +6.6% | 3.85% | +9.6% |
| Q3 2022 | $4,858,000 | -5.7% | 73,135 | +1.7% | 3.52% | -0.7% |
| Q2 2022 | $5,149,000 | -5.7% | 71,884 | +3.8% | 3.54% | +4.6% |
| Q1 2022 | $5,461,000 | +4.4% | 69,225 | +6.9% | 3.38% | +4.3% |
| Q4 2021 | $5,233,000 | +9.7% | 64,736 | +0.7% | 3.24% | -7.9% |
| Q3 2021 | $4,772,000 | +1.1% | 64,274 | +3.0% | 3.52% | +60.2% |
| Q2 2021 | $4,721,000 | +3.5% | 62,428 | -0.2% | 2.20% | -12.3% |
| Q1 2021 | $4,561,000 | – | 62,549 | – | 2.51% | – |
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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% |