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 | $382,529 | -11.7% | 5,406 | -9.3% | 0.06% | -7.4% |
| Q2 2023 | $433,055 | -4.4% | 5,963 | -3.7% | 0.07% | -10.5% |
| Q1 2023 | $452,905 | -11.7% | 6,191 | -8.8% | 0.08% | -17.4% |
| Q4 2022 | $513,078 | +6.7% | 6,792 | -6.2% | 0.09% | -2.1% |
| Q3 2022 | $481,000 | 0.0% | 7,238 | +7.8% | 0.09% | +2.2% |
| Q2 2022 | $481,000 | -13.2% | 6,717 | -4.3% | 0.09% | -1.1% |
| Q1 2022 | $554,000 | -3.8% | 7,020 | -1.5% | 0.09% | +6.9% |
| Q4 2021 | $576,000 | -14.0% | 7,124 | -21.0% | 0.09% | -25.0% |
| Q3 2021 | $670,000 | +16.1% | 9,023 | +13.9% | 0.12% | +7.4% |
| Q1 2021 | $577,000 | +20.0% | 7,919 | +5.6% | 0.11% | +11.3% |
| Q4 2020 | $481,000 | +14.5% | 7,502 | +1.8% | 0.10% | +4.3% |
| Q3 2020 | $420,000 | -2.6% | 7,366 | -2.6% | 0.09% | -3.1% |
| Q2 2020 | $431,000 | +12.2% | 7,565 | -2.1% | 0.10% | +6.7% |
| Q1 2020 | $384,000 | – | 7,725 | – | 0.09% | – |
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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% |