SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,581,403 | +60.1% | 64,746 | +64.4% | 0.01% | +100.0% |
| Q2 2023 | $2,860,803 | -55.5% | 39,394 | -55.2% | 0.00% | -63.6% |
| Q1 2023 | $6,432,690 | +11.7% | 87,926 | +15.4% | 0.01% | 0.0% |
| Q4 2022 | $5,757,557 | +16.5% | 76,218 | +2.5% | 0.01% | +10.0% |
| Q3 2022 | $4,941,000 | -7.6% | 74,378 | -0.4% | 0.01% | 0.0% |
| Q2 2022 | $5,348,000 | -9.1% | 74,657 | +0.1% | 0.01% | +11.1% |
| Q1 2022 | $5,883,000 | -0.6% | 74,571 | +1.9% | 0.01% | +28.6% |
| Q4 2021 | $5,916,000 | +13.9% | 73,203 | +4.6% | 0.01% | -12.5% |
| Q3 2021 | $5,196,000 | +13.2% | 69,995 | +15.4% | 0.01% | +14.3% |
| Q2 2021 | $4,589,000 | +237.2% | 60,678 | +225.2% | 0.01% | +250.0% |
| Q1 2021 | $1,361,000 | -65.9% | 18,660 | -70.0% | 0.00% | -71.4% |
| Q4 2020 | $3,996,000 | +28.0% | 62,297 | +10.4% | 0.01% | +16.7% |
| Q3 2020 | $3,121,000 | +9.0% | 56,437 | +2.0% | 0.01% | -14.3% |
| Q2 2020 | $2,864,000 | -17.9% | 55,336 | -28.6% | 0.01% | -36.4% |
| Q1 2020 | $3,487,000 | -26.7% | 77,511 | -5.7% | 0.01% | -8.3% |
| Q4 2019 | $4,759,000 | +10.0% | 82,159 | +4.1% | 0.01% | 0.0% |
| Q3 2019 | $4,325,000 | -52.9% | 78,949 | -54.4% | 0.01% | -53.8% |
| Q2 2019 | $9,180,000 | +5.3% | 172,977 | +3.8% | 0.03% | +4.0% |
| Q1 2019 | $8,715,000 | +79127.3% | 166,705 | +55468.3% | 0.02% | – |
| Q1 2014 | $11,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q4 2013 | $11,000 | +10.0% | 300 | 0.0% | 0.00% | – |
| Q3 2013 | $10,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2013 | $10,000 | – | 300 | – | 0.00% | – |
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% |