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 | $22,753,002 | +12.2% | 334,308 | +19.7% | 0.50% | +21.3% |
| Q2 2023 | $20,274,269 | +93.7% | 279,183 | +95.2% | 0.41% | +88.6% |
| Q1 2023 | $10,466,050 | -7.9% | 143,057 | -4.9% | 0.22% | +4.3% |
| Q4 2022 | $11,357,966 | +37.4% | 150,357 | +20.8% | 0.21% | +25.7% |
| Q3 2022 | $8,265,000 | +21.6% | 124,431 | +31.1% | 0.17% | +28.5% |
| Q2 2022 | $6,799,000 | +0.8% | 94,916 | +11.0% | 0.13% | +17.1% |
| Q1 2022 | $6,748,000 | -0.6% | 85,537 | +1.8% | 0.11% | +5.7% |
| Q4 2021 | $6,792,000 | +12.7% | 84,037 | +3.6% | 0.10% | +1.0% |
| Q3 2021 | $6,024,000 | +2663.3% | 81,136 | +2282.8% | 0.10% | +2500.0% |
| Q4 2020 | $218,000 | – | 3,405 | – | 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% |