SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,000 | -48.2% | 746,996 | -47.4% | 0.13% | -46.2% |
| Q2 2023 | $102,371 | -0.8% | 1,420,242 | -0.3% | 0.23% | -7.1% |
| Q1 2023 | $103,205 | +1.6% | 1,424,177 | +6.2% | 0.25% | -4.2% |
| Q4 2022 | $101,601 | -99.8% | 1,341,654 | +46.9% | 0.26% | +56.5% |
| Q3 2022 | $61,226,000 | -17.6% | 913,005 | -12.0% | 0.17% | -15.2% |
| Q2 2022 | $74,303,000 | +88.3% | 1,037,316 | +107.4% | 0.20% | +157.1% |
| Q1 2022 | $39,469,000 | +41.2% | 500,271 | +35.4% | 0.08% | +42.6% |
| Q4 2021 | $27,948,000 | +39.8% | 369,591 | +37.2% | 0.05% | +31.7% |
| Q3 2021 | $19,993,000 | -28.5% | 269,305 | -27.1% | 0.04% | -28.1% |
| Q2 2021 | $27,948,000 | +127.7% | 369,591 | +119.5% | 0.06% | +111.1% |
| Q1 2021 | $12,276,000 | +70.5% | 168,357 | +50.0% | 0.03% | +58.8% |
| Q4 2020 | $7,200,000 | +83.5% | 112,252 | +58.2% | 0.02% | +54.5% |
| Q3 2020 | $3,923,000 | +297.1% | 70,948 | +223.1% | 0.01% | +266.7% |
| Q2 2020 | $988,000 | 0.0% | 21,959 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $988,000 | -51.7% | 21,959 | -37.8% | 0.00% | -33.3% |
| Q4 2019 | $2,044,000 | +6.0% | 35,297 | +0.3% | 0.01% | 0.0% |
| Q3 2019 | $1,928,000 | -1.7% | 35,189 | -4.8% | 0.01% | 0.0% |
| Q2 2019 | $1,961,000 | +11.2% | 36,949 | +9.5% | 0.01% | 0.0% |
| Q1 2019 | $1,764,000 | – | 33,751 | – | 0.01% | – |
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% |