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 | $2,012,556 | +146694.7% | 28,442 | +50.7% | 0.06% | +50.0% |
| Q2 2023 | $1,371 | +8.6% | 18,877 | +9.3% | 0.04% | 0.0% |
| Q1 2023 | $1,263 | -7.1% | 17,267 | -4.0% | 0.04% | -13.0% |
| Q4 2022 | $1,359 | -99.8% | 17,993 | +66.1% | 0.05% | +70.4% |
| Q3 2022 | $719,000 | +57.0% | 10,830 | +69.4% | 0.03% | +68.8% |
| Q2 2022 | $458,000 | +45.4% | 6,394 | +60.1% | 0.02% | +60.0% |
| Q1 2022 | $315,000 | -1.3% | 3,994 | +1.3% | 0.01% | +11.1% |
| Q4 2021 | $319,000 | +10.0% | 3,941 | +1.0% | 0.01% | -10.0% |
| Q3 2021 | $290,000 | – | 3,903 | – | 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% |