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 | $1,606,236 | -5.5% | 22,842 | +0.2% | 0.10% | -1.0% |
| Q2 2023 | $1,700,027 | -0.9% | 22,798 | -2.8% | 0.10% | -9.2% |
| Q1 2023 | $1,715,581 | -5.0% | 23,450 | -1.9% | 0.11% | -10.7% |
| Q4 2022 | $1,804,993 | +16.1% | 23,895 | +2.1% | 0.12% | +2.5% |
| Q3 2022 | $1,555,000 | -5.2% | 23,405 | +2.1% | 0.12% | -2.5% |
| Q2 2022 | $1,641,000 | -14.8% | 22,915 | -6.1% | 0.12% | -3.9% |
| Q1 2022 | $1,926,000 | -4.4% | 24,410 | -2.0% | 0.13% | -11.2% |
| Q4 2021 | $2,014,000 | +9.6% | 24,918 | +0.7% | 0.14% | -2.1% |
| Q3 2021 | $1,838,000 | -4.1% | 24,752 | -2.3% | 0.15% | -5.2% |
| Q2 2021 | $1,916,000 | +9.9% | 25,342 | +6.0% | 0.15% | +2.0% |
| Q1 2021 | $1,744,000 | +15.8% | 23,918 | +1.9% | 0.15% | +5.6% |
| Q4 2020 | $1,506,000 | +26.2% | 23,479 | +8.8% | 0.14% | +5.9% |
| Q3 2020 | $1,193,000 | +10.2% | 21,580 | +3.1% | 0.14% | +0.7% |
| Q2 2020 | $1,083,000 | +23.8% | 20,934 | +7.6% | 0.13% | +1.5% |
| Q1 2020 | $875,000 | -14.6% | 19,454 | +10.0% | 0.13% | +20.0% |
| Q4 2019 | $1,024,000 | +4.9% | 17,687 | -0.7% | 0.11% | -9.1% |
| Q3 2019 | $976,000 | -4.4% | 17,813 | -7.4% | 0.12% | -2.4% |
| Q2 2019 | $1,021,000 | -2.5% | 19,240 | -3.9% | 0.12% | -8.1% |
| Q1 2019 | $1,047,000 | +11.3% | 20,030 | -0.0% | 0.14% | -4.9% |
| Q4 2018 | $941,000 | +9.3% | 20,039 | +23.3% | 0.14% | +23.5% |
| Q3 2018 | $861,000 | +6.7% | 16,251 | -0.7% | 0.12% | +0.9% |
| Q2 2018 | $807,000 | +2.4% | 16,371 | +1.9% | 0.11% | +1.8% |
| Q1 2018 | $788,000 | -3.9% | 16,071 | +0.3% | 0.11% | -4.3% |
| Q4 2017 | $820,000 | +10.7% | 16,023 | +1.2% | 0.12% | +4.5% |
| Q3 2017 | $741,000 | +4.8% | 15,839 | +1.0% | 0.11% | 0.0% |
| Q2 2017 | $707,000 | -0.3% | 15,675 | -1.4% | 0.11% | -8.2% |
| Q1 2017 | $709,000 | +2.8% | 15,894 | +0.4% | 0.12% | -5.4% |
| Q4 2016 | $690,000 | +3.6% | 15,828 | +0.5% | 0.13% | -5.1% |
| Q3 2016 | $666,000 | +2.5% | 15,747 | +0.3% | 0.14% | -2.9% |
| Q2 2016 | $650,000 | +3.5% | 15,695 | +0.2% | 0.14% | -1.4% |
| Q1 2016 | $628,000 | +3.1% | 15,657 | -0.9% | 0.14% | -3.4% |
| Q4 2015 | $609,000 | +9.5% | 15,806 | +2.2% | 0.15% | +2.1% |
| Q3 2015 | $556,000 | -3.1% | 15,459 | +2.5% | 0.14% | +1.4% |
| Q2 2015 | $574,000 | +5.9% | 15,079 | +9.6% | 0.14% | 0.0% |
| Q1 2015 | $542,000 | +1.7% | 13,757 | +2.9% | 0.14% | -3.4% |
| Q4 2014 | $533,000 | +7.9% | 13,374 | +4.4% | 0.15% | +0.7% |
| Q3 2014 | $494,000 | +2.7% | 12,811 | +2.0% | 0.15% | +2.8% |
| Q2 2014 | $481,000 | +5.7% | 12,559 | +1.6% | 0.14% | -2.1% |
| Q1 2014 | $455,000 | -3.0% | 12,356 | -3.5% | 0.14% | -6.5% |
| Q4 2013 | $469,000 | +27.1% | 12,804 | +16.8% | 0.16% | +15.7% |
| Q3 2013 | $369,000 | +8.5% | 10,963 | +5.4% | 0.13% | -1.5% |
| Q2 2013 | $340,000 | – | 10,397 | – | 0.14% | – |
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% |