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 | $267,364 | -1.8% | 3,778 | +0.7% | 0.05% | +3.9% |
| Q2 2023 | $272,313 | +0.8% | 3,750 | +1.5% | 0.05% | -1.9% |
| Q1 2023 | $270,275 | -22.5% | 3,694 | -20.0% | 0.05% | -26.8% |
| Q4 2022 | $348,924 | +64.6% | 4,619 | +56.2% | 0.07% | +77.5% |
| Q2 2022 | $212,000 | -8.2% | 2,958 | +1.0% | 0.04% | +2.6% |
| Q1 2022 | $231,000 | +5.5% | 2,930 | -0.7% | 0.04% | +18.2% |
| Q4 2021 | $219,000 | 0.0% | 2,952 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $219,000 | -0.9% | 2,952 | +0.8% | 0.03% | -13.2% |
| Q2 2021 | $221,000 | +4.2% | 2,929 | +0.7% | 0.04% | +15.2% |
| Q1 2021 | $212,000 | -52.1% | 2,908 | -70.5% | 0.03% | -66.0% |
| Q1 2020 | $443,000 | -29.1% | 9,845 | -8.8% | 0.10% | -11.8% |
| Q4 2019 | $625,000 | +7.8% | 10,794 | +1.9% | 0.11% | -1.8% |
| Q3 2019 | $580,000 | +3.6% | 10,588 | +0.3% | 0.11% | -2.6% |
| Q2 2019 | $560,000 | -84.4% | 10,561 | -86.2% | 0.12% | -87.0% |
| Q4 2018 | $3,583,000 | +995.7% | 76,288 | +1135.6% | 0.88% | +1127.8% |
| Q3 2018 | $327,000 | +8.6% | 6,174 | +1.1% | 0.07% | +1.4% |
| Q2 2018 | $301,000 | +2.4% | 6,108 | +1.9% | 0.07% | -2.7% |
| Q1 2018 | $294,000 | -87.4% | 5,995 | -86.8% | 0.07% | -87.3% |
| Q4 2017 | $2,326,000 | +74.8% | 45,455 | +48.8% | 0.58% | +40.8% |
| Q4 2016 | $1,331,000 | +389.3% | 30,538 | +332.2% | 0.41% | +370.1% |
| Q4 2015 | $272,000 | – | 7,065 | – | 0.09% | – |
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% |