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 | $10,824,919 | -24.1% | 152,981 | -22.1% | 0.16% | -23.6% |
| Q2 2023 | $14,261,462 | -2.5% | 196,385 | -1.8% | 0.21% | -6.3% |
| Q1 2023 | $14,625,984 | +46432.1% | 199,918 | -52.0% | 0.22% | -55.0% |
| Q4 2022 | $31,432 | -99.9% | 416,100 | +12.5% | 0.49% | +19.1% |
| Q3 2022 | $24,575,000 | -44.0% | 369,943 | -39.7% | 0.41% | -39.6% |
| Q2 2022 | $43,910,000 | +15.9% | 613,011 | +27.6% | 0.68% | +26.4% |
| Q1 2022 | $37,895,000 | -14.0% | 480,359 | -11.9% | 0.54% | -6.2% |
| Q4 2021 | $44,056,000 | +12.9% | 545,049 | +3.7% | 0.58% | +7.6% |
| Q3 2021 | $39,008,000 | -15.3% | 525,428 | -13.7% | 0.54% | -13.5% |
| Q2 2021 | $46,030,000 | +11.8% | 608,707 | +7.8% | 0.62% | +8.2% |
| Q1 2021 | $41,181,000 | +122.0% | 564,744 | +95.3% | 0.57% | +110.3% |
| Q4 2020 | $18,548,000 | +29.6% | 289,175 | +11.7% | 0.27% | +14.2% |
| Q3 2020 | $14,315,000 | +9.9% | 258,863 | +2.9% | 0.24% | +4.8% |
| Q2 2020 | $13,024,000 | -7.6% | 251,669 | -19.7% | 0.23% | -21.4% |
| Q1 2020 | $14,099,000 | -11.6% | 313,447 | +13.9% | 0.29% | +18.4% |
| Q4 2019 | $15,941,000 | – | 275,217 | – | 0.24% | – |
Download | ||||||
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% |