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 | $2,306,930 | -1.3% | 32,872 | +2.1% | 0.41% | +2.2% |
| Q2 2023 | $2,338,045 | +0.1% | 32,196 | +0.8% | 0.40% | -5.7% |
| Q1 2023 | $2,336,775 | +2.9% | 31,941 | -6.6% | 0.42% | -18.6% |
| Q3 2022 | $2,272,000 | -7.5% | 34,199 | -0.2% | 0.52% | +4.6% |
| Q2 2022 | $2,456,000 | -8.4% | 34,283 | +0.9% | 0.50% | -1.6% |
| Q1 2022 | $2,680,000 | -3.3% | 33,968 | -0.9% | 0.51% | +47.1% |
| Q4 2021 | $2,771,000 | +8.6% | 34,279 | -0.3% | 0.34% | -32.8% |
| Q3 2021 | $2,552,000 | -2.0% | 34,376 | -0.2% | 0.51% | -1.9% |
| Q2 2021 | $2,604,000 | +2.1% | 34,440 | -1.5% | 0.52% | -6.8% |
| Q1 2021 | $2,550,000 | +12.5% | 34,966 | -1.1% | 0.56% | +2.4% |
| Q4 2020 | $2,267,000 | +7.5% | 35,350 | -2.1% | 0.55% | +3.4% |
| Q3 2020 | $2,108,000 | +13.2% | 36,120 | +0.4% | 0.53% | +7.3% |
| Q2 2020 | $1,862,000 | +8.5% | 35,985 | -5.7% | 0.49% | -6.6% |
| Q1 2020 | $1,716,000 | -27.4% | 38,155 | -6.5% | 0.53% | -15.4% |
| Q4 2019 | $2,364,000 | +5.3% | 40,808 | -3.0% | 0.62% | -10.1% |
| Q3 2019 | $2,244,000 | -1.9% | 42,084 | -2.4% | 0.69% | -6.1% |
| Q2 2019 | $2,288,000 | -10.2% | 43,118 | -11.6% | 0.74% | -12.2% |
| Q1 2019 | $2,549,000 | +5.8% | 48,756 | -0.4% | 0.84% | -1.2% |
| Q4 2018 | $2,410,000 | -7.2% | 48,953 | -0.1% | 0.85% | -1.3% |
| Q3 2018 | $2,597,000 | +6.6% | 48,992 | -0.9% | 0.86% | -4.0% |
| Q2 2018 | $2,436,000 | +5.2% | 49,417 | +4.6% | 0.90% | +0.1% |
| Q1 2018 | $2,316,000 | -4.2% | 47,241 | -0.0% | 0.90% | -14.1% |
| Q4 2017 | $2,418,000 | – | 47,257 | – | 1.05% | – |
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% |