SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,491 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $815 | -99.9% | 10,484 | +3.0% | 0.07% | -11.8% |
| Q1 2024 | $820,810 | -15.2% | 10,180 | -20.0% | 0.08% | +2.7% |
| Q4 2023 | $968,347 | +32.5% | 12,720 | +23.1% | 0.07% | -41.7% |
| Q3 2023 | $731,022 | +110660.9% | 10,331 | +13.6% | 0.13% | +119.0% |
| Q2 2023 | $660 | +2.8% | 9,093 | +3.7% | 0.06% | +11.5% |
| Q1 2023 | $642 | -100.0% | 8,769 | +16.9% | 0.05% | +4.0% |
| Q4 2022 | $566,798,750 | +120495.5% | 7,503 | +6.0% | 0.05% | +8.7% |
| Q3 2022 | $470,000 | +13.5% | 7,076 | -46.5% | 0.05% | +9.5% |
| Q2 2022 | $414,000 | +45.3% | 13,235 | +266.7% | 0.04% | +75.0% |
| Q1 2022 | $285,000 | -18.1% | 3,609 | -16.2% | 0.02% | -20.0% |
| Q4 2021 | $348,000 | +8.8% | 4,309 | 0.0% | 0.03% | -14.3% |
| Q3 2021 | $320,000 | -13.5% | 4,309 | -15.1% | 0.04% | -25.5% |
| Q1 2021 | $370,000 | +16.0% | 5,074 | +0.6% | 0.05% | +4.4% |
| Q4 2020 | $319,000 | – | 5,044 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JBJ Investment Partners, LLC | 1,660,019 | $96,148,000 | 29.50% |
| Strategic Wealth Management Group, LLC | 618,333 | $35,814,000 | 23.20% |
| Legacy Financial Strategies, LLC | 482,689 | $27,957,000 | 22.56% |
| Davidson Capital Management Inc. | 439,838 | $25,475,000 | 20.12% |
| HHM Wealth Advisors, LLC | 687,934 | $39,846,000 | 19.15% |
| Reitz Capital Advisors LLC | 273,796 | $15,858,000 | 17.14% |
| Asset Advisors Investment Management, LLC | 1,559,300 | $91,063,000 | 13.24% |
| Avantax Planning Partners, Inc. | 3,676,270 | $212,930,000 | 12.53% |
| Summit Asset Management, LLC | 459,320 | $26,604,000 | 11.35% |
| ISLAY CAPITAL MANAGEMENT, LLC | 193,400 | $11,202,000 | 10.74% |