SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,337 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,951,350 | +75.8% | 183,032 | +80.4% | 0.19% | +78.7% |
| Q2 2023 | $7,367,975 | +183.8% | 101,459 | +185.9% | 0.11% | +163.4% |
| Q1 2023 | $2,596,576 | +10.6% | 35,492 | +14.2% | 0.04% | +5.1% |
| Q4 2022 | $2,347,772 | +34.2% | 31,080 | +18.0% | 0.04% | +18.2% |
| Q3 2022 | $1,749,000 | +39.9% | 26,330 | +50.9% | 0.03% | +37.5% |
| Q2 2022 | $1,250,000 | +14.7% | 17,446 | +26.3% | 0.02% | +33.3% |
| Q1 2022 | $1,090,000 | +1.6% | 13,812 | +4.0% | 0.02% | +5.9% |
| Q4 2021 | $1,073,000 | +147.2% | 13,277 | +127.2% | 0.02% | +112.5% |
| Q3 2021 | $434,000 | +36.5% | 5,844 | +39.2% | 0.01% | +33.3% |
| Q2 2021 | $318,000 | +55.9% | 4,199 | +50.3% | 0.01% | +20.0% |
| Q1 2021 | $204,000 | -13.6% | 2,793 | -24.1% | 0.01% | -16.7% |
| Q4 2020 | $236,000 | – | 3,679 | – | 0.01% | – |
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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% |