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 | $11,844,000 | -12.5% | 167,387 | -10.2% | 0.74% | -1.6% |
| Q2 2023 | $13,542,000 | +688009.8% | 186,479 | +593.3% | 0.76% | +396.7% |
| Q1 2023 | $1,968 | -86.5% | 26,897 | -86.0% | 0.15% | -83.9% |
| Q4 2022 | $14,552 | -99.3% | 192,636 | +555.6% | 0.94% | +378.2% |
| Q3 2022 | $1,952,000 | +42.9% | 29,381 | +73.8% | 0.20% | +152.6% |
| Q4 2021 | $1,366,000 | -62.5% | 16,903 | -64.2% | 0.08% | -38.6% |
| Q1 2021 | $3,641,000 | +226.3% | 47,239 | +171.5% | 0.13% | +164.6% |
| Q4 2020 | $1,116,000 | +6.7% | 17,399 | -8.0% | 0.05% | -7.7% |
| Q3 2020 | $1,046,000 | +371.2% | 18,921 | +341.6% | 0.05% | +333.3% |
| Q2 2020 | $222,000 | +276.3% | 4,285 | +229.1% | 0.01% | +200.0% |
| Q1 2020 | $59,000 | -97.4% | 1,302 | -96.7% | 0.00% | -97.7% |
| Q4 2019 | $2,263,000 | +33.7% | 39,068 | +26.4% | 0.17% | +22.9% |
| Q3 2019 | $1,693,000 | -70.2% | 30,907 | -71.6% | 0.14% | -78.0% |
| Q1 2019 | $5,684,000 | +82.6% | 108,717 | +64.1% | 0.64% | +44.0% |
| Q4 2018 | $3,112,000 | – | 66,253 | – | 0.44% | – |
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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% |