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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $4,260,000 | +22.1% | 78,023 | +8.3% | 1.29% | +10.1% |
| Q4 2018 | $3,488,000 | -7.4% | 72,071 | +1.4% | 1.17% | -2.1% |
| Q3 2018 | $3,765,000 | +13.1% | 71,043 | +7.0% | 1.20% | +8.6% |
| Q2 2018 | $3,329,000 | +3.9% | 66,420 | +1.8% | 1.10% | +1.8% |
| Q1 2018 | $3,204,000 | -7.7% | 65,221 | +0.3% | 1.08% | -6.8% |
| Q4 2017 | $3,471,000 | -4.2% | 65,002 | -16.0% | 1.16% | -9.8% |
| Q3 2017 | $3,623,000 | +1.3% | 77,415 | -0.7% | 1.29% | -3.3% |
| Q2 2017 | $3,578,000 | +2.6% | 77,986 | -0.3% | 1.33% | -2.3% |
| Q1 2017 | $3,488,000 | -5.1% | 78,235 | -7.3% | 1.37% | -12.5% |
| Q4 2016 | $3,676,000 | -7.8% | 84,381 | -10.5% | 1.56% | -8.4% |
| Q3 2016 | $3,987,000 | +0.9% | 94,245 | -1.2% | 1.70% | -5.5% |
| Q2 2016 | $3,952,000 | -4.0% | 95,355 | -7.2% | 1.80% | -7.5% |
| Q1 2016 | $4,117,000 | +1.3% | 102,701 | -2.6% | 1.95% | -0.2% |
| Q4 2015 | $4,066,000 | -9.0% | 105,449 | -15.2% | 1.95% | -7.1% |
| Q3 2015 | $4,469,000 | -7.5% | 124,316 | -0.8% | 2.10% | -6.2% |
| Q2 2015 | $4,832,000 | -13.7% | 125,335 | -11.8% | 2.24% | -15.7% |
| Q1 2015 | $5,598,000 | +5.0% | 142,057 | +5.5% | 2.66% | +0.2% |
| Q4 2014 | $5,331,000 | +21.6% | 134,701 | +13.9% | 2.66% | +14.8% |
| Q3 2014 | $4,385,000 | -4.6% | 118,314 | -1.5% | 2.31% | -3.9% |
| Q2 2014 | $4,597,000 | +14.8% | 120,118 | +10.5% | 2.41% | +13.9% |
| Q1 2014 | $4,004,000 | +14.3% | 108,668 | +13.7% | 2.12% | +9.5% |
| Q4 2013 | $3,502,000 | +22.6% | 95,534 | +12.6% | 1.93% | +17.4% |
| Q3 2013 | $2,856,000 | +4.0% | 84,865 | +3.9% | 1.65% | +0.4% |
| Q2 2013 | $2,745,000 | – | 81,708 | – | 1.64% | – |
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% |