SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,491 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $44,266 | +5.9% | 549 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $41,795 | +7.6% | 549 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $38,847 | -2.6% | 549 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $39,868 | -0.7% | 549 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $40,165 | -3.1% | 549 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $41,471 | +1282.4% | 549 | +1020.4% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 49 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $4,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | +33.3% | 49 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 49 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 49 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | +50.0% | 49 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 49 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | +50.0% | 49 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | – | 49 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JBJ Investment Partners, LLC | 1,660,019 | $96,148,000 | 29.50% |
| Strategic Wealth Management Group, LLC | 618,333 | $35,814,000 | 23.20% |
| Legacy Financial Strategies, LLC | 482,689 | $27,957,000 | 22.56% |
| Davidson Capital Management Inc. | 439,838 | $25,475,000 | 20.12% |
| HHM Wealth Advisors, LLC | 687,934 | $39,846,000 | 19.15% |
| Reitz Capital Advisors LLC | 273,796 | $15,858,000 | 17.14% |
| Asset Advisors Investment Management, LLC | 1,559,300 | $91,063,000 | 13.24% |
| Avantax Planning Partners, Inc. | 3,676,270 | $212,930,000 | 12.53% |
| Summit Asset Management, LLC | 459,320 | $26,604,000 | 11.35% |
| ISLAY CAPITAL MANAGEMENT, LLC | 193,400 | $11,202,000 | 10.74% |