SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209 | -17.1% | 17,081 | -15.0% | 0.00% | -20.0% |
| Q2 2023 | $1,459 | +172.7% | 20,095 | +174.6% | 0.01% | +150.0% |
| Q1 2023 | $535 | +41.2% | 7,318 | +46.0% | 0.00% | +100.0% |
| Q4 2022 | $379 | -99.9% | 5,013 | -18.9% | 0.00% | -50.0% |
| Q1 2022 | $488,000 | +96.8% | 6,181 | +101.4% | 0.00% | +100.0% |
| Q4 2021 | $248,000 | +12.2% | 3,069 | +3.0% | 0.00% | 0.0% |
| Q3 2021 | $221,000 | +7.3% | 2,980 | +9.2% | 0.00% | 0.0% |
| Q2 2021 | $206,000 | -12.7% | 2,729 | -15.7% | 0.00% | 0.0% |
| Q1 2021 | $236,000 | -10.3% | 3,236 | -21.0% | 0.00% | 0.0% |
| Q4 2020 | $263,000 | +26.4% | 4,094 | +9.0% | 0.00% | 0.0% |
| Q3 2020 | $208,000 | -36.2% | 3,757 | -33.3% | 0.00% | -50.0% |
| Q4 2019 | $326,000 | +25.4% | 5,635 | +15.2% | 0.00% | +100.0% |
| Q3 2019 | $260,000 | 0.0% | 4,891 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $260,000 | +14.5% | 4,891 | +12.5% | 0.00% | 0.0% |
| Q1 2019 | $227,000 | – | 4,349 | – | 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% |