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 | $6,527,005 | -3.0% | 92,241 | -0.5% | 0.28% | -3.4% |
| Q2 2023 | $6,729,406 | -14.8% | 92,666 | -14.2% | 0.30% | -28.4% |
| Q1 2023 | $7,899,586 | +5.6% | 107,977 | +9.0% | 0.41% | -0.7% |
| Q4 2022 | $7,483,380 | +1523.3% | 99,065 | +1328.5% | 0.42% | +1196.9% |
| Q3 2022 | $461,000 | +124.9% | 6,935 | +166.7% | 0.03% | +88.2% |
| Q1 2022 | $205,000 | +1.5% | 2,600 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $202,000 | -1.5% | 2,600 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $205,000 | – | 2,600 | – | 0.02% | – |
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% |