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 | $732,366 | -3.5% | 10,350 | -1.0% | 0.37% | +5.4% |
| Q2 2023 | $758,879 | -1.7% | 10,450 | -0.9% | 0.36% | -10.4% |
| Q1 2023 | $771,838 | -3.2% | 10,550 | 0.0% | 0.40% | -1.2% |
| Q4 2022 | $796,947 | +15.8% | 10,550 | +1.9% | 0.40% | +21.9% |
| Q3 2022 | $688,000 | -7.2% | 10,350 | 0.0% | 0.33% | +8.6% |
| Q2 2022 | $741,000 | -5.4% | 10,350 | 0.0% | 0.30% | +0.7% |
| Q1 2022 | $783,000 | +240.4% | 10,350 | +72.5% | 0.30% | +43.3% |
| Q2 2015 | $230,000 | -2.5% | 6,000 | 0.0% | 0.21% | +9.9% |
| Q1 2015 | $236,000 | -1.3% | 6,000 | 0.0% | 0.19% | +3.8% |
| Q4 2014 | $239,000 | +3.5% | 6,000 | 0.0% | 0.18% | -4.7% |
| Q3 2014 | $231,000 | -13.8% | 6,000 | -14.3% | 0.19% | -13.5% |
| Q2 2014 | $268,000 | +3.9% | 7,000 | 0.0% | 0.22% | +7.2% |
| Q1 2014 | $258,000 | -21.8% | 7,000 | -22.2% | 0.21% | -25.2% |
| Q4 2013 | $330,000 | +8.9% | 9,000 | 0.0% | 0.28% | -7.0% |
| Q3 2013 | $303,000 | +3.1% | 9,000 | 0.0% | 0.30% | +3.5% |
| Q2 2013 | $294,000 | – | 9,000 | – | 0.29% | – |
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% |