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 | $25,154,814 | +1873.0% | 355,495 | +1924.8% | 5.47% | +2069.0% |
| Q2 2023 | $1,274,965 | -95.3% | 17,557 | -95.3% | 0.25% | -95.1% |
| Q1 2023 | $27,345,553 | -2.6% | 373,777 | +0.5% | 5.11% | -15.9% |
| Q4 2022 | $28,089,767 | +14.2% | 371,853 | +0.4% | 6.08% | -35.9% |
| Q3 2022 | $24,607,000 | -12.6% | 370,413 | -5.8% | 9.48% | +11.3% |
| Q2 2022 | $28,165,000 | -9.9% | 393,207 | -0.8% | 8.52% | +22.2% |
| Q1 2022 | $31,267,000 | +1.2% | 396,338 | +3.7% | 6.97% | +29.0% |
| Q4 2021 | $30,902,000 | +12.4% | 382,307 | +3.2% | 5.40% | +1.6% |
| Q3 2021 | $27,504,000 | -0.5% | 370,470 | +1.3% | 5.32% | -0.2% |
| Q2 2021 | $27,652,000 | +4.9% | 365,675 | +1.1% | 5.33% | -3.6% |
| Q1 2021 | $26,368,000 | +7.4% | 361,598 | -5.6% | 5.53% | -6.2% |
| Q4 2020 | $24,558,000 | +2.8% | 382,878 | -11.4% | 5.90% | -9.5% |
| Q3 2020 | $23,896,000 | -2.7% | 432,111 | -9.0% | 6.52% | -16.5% |
| Q2 2020 | $24,562,000 | +108.3% | 474,625 | +81.1% | 7.81% | -4.9% |
| Q1 2020 | $11,789,000 | -63.1% | 262,085 | -52.5% | 8.21% | -19.8% |
| Q4 2019 | $31,983,000 | +5.7% | 552,196 | +0.0% | 10.24% | -1.1% |
| Q3 2019 | $30,244,000 | +2.6% | 552,095 | -0.6% | 10.36% | +0.2% |
| Q2 2019 | $29,482,000 | +0.5% | 555,536 | -0.9% | 10.34% | -3.6% |
| Q1 2019 | $29,321,000 | +15.1% | 560,836 | +3.4% | 10.73% | -16.8% |
| Q4 2018 | $25,479,000 | -5.9% | 542,463 | +6.2% | 12.89% | +18.1% |
| Q3 2018 | $27,085,000 | +2278.0% | 511,031 | +2111.9% | 10.91% | +2131.7% |
| Q2 2018 | $1,139,000 | -8.4% | 23,104 | -9.0% | 0.49% | -7.0% |
| Q1 2018 | $1,244,000 | -13.5% | 25,382 | -9.4% | 0.53% | -17.3% |
| Q4 2017 | $1,438,000 | – | 28,020 | – | 0.64% | – |
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% |