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 | $308,584 | +2.9% | 4,361 | +5.6% | 0.22% | +6.7% |
| Q2 2023 | $299,848 | -0.7% | 4,129 | 0.0% | 0.21% | -9.2% |
| Q1 2023 | $302,078 | -3.4% | 4,129 | -0.2% | 0.23% | -8.8% |
| Q4 2022 | $312,660 | +13.7% | 4,139 | 0.0% | 0.25% | +2.4% |
| Q3 2022 | $275,000 | -7.1% | 4,139 | 0.0% | 0.24% | +11.9% |
| Q2 2022 | $296,000 | -9.5% | 4,139 | 0.0% | 0.22% | +4.8% |
| Q1 2022 | $327,000 | -2.4% | 4,139 | 0.0% | 0.21% | +3.5% |
| Q4 2021 | $335,000 | +9.1% | 4,139 | 0.0% | 0.20% | +0.5% |
| Q3 2021 | $307,000 | -1.0% | 4,139 | +1.1% | 0.20% | +59.5% |
| Q2 2021 | $310,000 | +3.7% | 4,095 | 0.0% | 0.13% | +4.1% |
| Q1 2021 | $299,000 | – | 4,095 | – | 0.12% | – |
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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% |