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 | $2,061,452 | -5.6% | 29,133 | -3.1% | 0.13% | 0.0% |
| Q2 2023 | $2,182,708 | -1.3% | 30,057 | -0.6% | 0.13% | -5.8% |
| Q1 2023 | $2,211,449 | -16.1% | 30,228 | -13.3% | 0.14% | -18.9% |
| Q4 2022 | $2,635,028 | +40.5% | 34,883 | +23.5% | 0.17% | +27.1% |
| Q3 2022 | $1,876,000 | -5.3% | 28,234 | +2.0% | 0.13% | +2.3% |
| Q2 2022 | $1,982,000 | +602.8% | 27,676 | +693.5% | 0.13% | +664.7% |
| Q4 2021 | $282,000 | -1.7% | 3,488 | -9.7% | 0.02% | -10.5% |
| Q3 2021 | $287,000 | – | 3,864 | – | 0.02% | – |
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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% |