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 | $4,551,345 | +18.5% | 64,321 | +21.6% | 0.03% | +21.4% |
| Q2 2023 | $3,840,486 | +2.8% | 52,885 | +3.6% | 0.03% | -3.4% |
| Q1 2023 | $3,735,278 | +1.0% | 51,056 | +4.3% | 0.03% | -3.3% |
| Q4 2022 | $3,697,000 | +33.5% | 48,945 | +17.4% | 0.03% | +25.0% |
| Q3 2022 | $2,770,000 | +13.1% | 41,704 | +22.0% | 0.02% | +20.0% |
| Q2 2022 | $2,449,000 | +15.2% | 34,183 | +26.9% | 0.02% | +33.3% |
| Q1 2022 | $2,125,000 | +34.6% | 26,940 | +37.9% | 0.02% | +50.0% |
| Q4 2021 | $1,579,000 | +259.7% | 19,531 | +230.1% | 0.01% | +233.3% |
| Q3 2021 | $439,000 | +14.9% | 5,917 | +17.0% | 0.00% | 0.0% |
| Q2 2021 | $382,000 | +3.5% | 5,056 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $369,000 | – | 5,056 | – | 0.00% | – |
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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% |