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 | $314 | -2.5% | 4,443 | +0.2% | 0.05% | 0.0% |
Q2 2023 | $322 | -0.6% | 4,436 | +0.2% | 0.05% | -9.4% |
Q1 2023 | $324 | +19.1% | 4,428 | +23.0% | 0.05% | +12.8% |
Q4 2022 | $272 | -99.9% | 3,601 | 0.0% | 0.05% | 0.0% |
Q3 2022 | $239,000 | -7.4% | 3,601 | 0.0% | 0.05% | -2.1% |
Q2 2022 | $258,000 | -9.2% | 3,601 | 0.0% | 0.05% | +2.1% |
Q1 2022 | $284,000 | -2.4% | 3,601 | 0.0% | 0.05% | 0.0% |
Q4 2021 | $291,000 | +9.4% | 3,601 | +0.5% | 0.05% | 0.0% |
Q3 2021 | $266,000 | -1.8% | 3,582 | 0.0% | 0.05% | -4.1% |
Q2 2021 | $271,000 | +3.8% | 3,582 | 0.0% | 0.05% | +2.1% |
Q1 2021 | $261,000 | +64.2% | 3,582 | +44.3% | 0.05% | +37.1% |
Q4 2020 | $159,000 | +16.1% | 2,482 | 0.0% | 0.04% | +2.9% |
Q3 2020 | $137,000 | +7.0% | 2,482 | 0.0% | 0.03% | 0.0% |
Q2 2020 | $128,000 | +14.3% | 2,482 | 0.0% | 0.03% | -2.9% |
Q1 2020 | $112,000 | +1300.0% | 2,482 | +1780.3% | 0.04% | +1650.0% |
Q4 2019 | $8,000 | – | 132 | – | 0.00% | – |
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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% |