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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $70,192 | -66.6% | 922 | -68.9% | 0.02% | -68.4% |
| Q3 2023 | $210,016 | +2.1% | 2,968 | +4.8% | 0.06% | +5.6% |
| Q2 2023 | $205,732 | -1.2% | 2,833 | -0.5% | 0.05% | -6.9% |
| Q1 2023 | $208,286 | +9.5% | 2,847 | +13.1% | 0.06% | +11.5% |
| Q4 2022 | $190,134 | +22.7% | 2,517 | +7.7% | 0.05% | +18.2% |
| Q3 2022 | $155,000 | +2.6% | 2,337 | +10.4% | 0.04% | +12.8% |
| Q2 2022 | $151,000 | -6.2% | 2,117 | +3.6% | 0.04% | +14.7% |
| Q1 2022 | $161,000 | -1.8% | 2,044 | +0.6% | 0.03% | 0.0% |
| Q4 2021 | $164,000 | +10.1% | 2,031 | +0.8% | 0.03% | 0.0% |
| Q3 2021 | $149,000 | -1.3% | 2,015 | +0.8% | 0.03% | -2.9% |
| Q2 2021 | $151,000 | – | 2,000 | – | 0.04% | – |
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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% |