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 | $1,609 | +10.0% | 22,740 | +13.7% | 0.08% | +27.1% |
Q1 2023 | $1,463 | +232.5% | 19,998 | +243.5% | 0.06% | +168.2% |
Q4 2022 | $440 | -100.0% | 5,821 | -56.8% | 0.02% | -57.7% |
Q2 2022 | $965,000 | +41.5% | 13,469 | +55.7% | 0.05% | +116.7% |
Q1 2022 | $682,000 | +17.8% | 8,650 | +10.9% | 0.02% | +4.3% |
Q3 2021 | $579,000 | -63.3% | 7,801 | -72.6% | 0.02% | -80.3% |
Q3 2020 | $1,577,000 | +22428.6% | 28,509 | +18412.3% | 0.12% | – |
Q4 2016 | $7,000 | -96.4% | 154 | -96.6% | 0.00% | -100.0% |
Q3 2016 | $193,000 | – | 4,556 | – | 0.02% | – |
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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% |