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 | $279,728 | +0.9% | 3,953 | +3.6% | 0.02% | +4.8% |
| Q2 2023 | $277,199 | -10.8% | 3,817 | -10.1% | 0.02% | -12.5% |
| Q1 2023 | $310,612 | -1.3% | 4,246 | +1.9% | 0.02% | -7.7% |
| Q4 2022 | $314,597 | +26.3% | 4,165 | +11.0% | 0.03% | +8.3% |
| Q3 2022 | $249,000 | -7.1% | 3,753 | +0.3% | 0.02% | -4.0% |
| Q2 2022 | $268,000 | -8.8% | 3,743 | +0.3% | 0.02% | 0.0% |
| Q1 2022 | $294,000 | -2.3% | 3,732 | +0.2% | 0.02% | -7.4% |
| Q4 2021 | $301,000 | -13.3% | 3,725 | -20.2% | 0.03% | -20.6% |
| Q3 2021 | $347,000 | -16.0% | 4,670 | -14.4% | 0.03% | -17.1% |
| Q2 2021 | $413,000 | +9.3% | 5,455 | +5.2% | 0.04% | -10.9% |
| Q1 2021 | $378,000 | +14.2% | 5,185 | +0.4% | 0.05% | -4.2% |
| Q4 2020 | $331,000 | +21.2% | 5,163 | +4.5% | 0.05% | -2.0% |
| Q3 2020 | $273,000 | +17.2% | 4,941 | +9.8% | 0.05% | -2.0% |
| Q2 2020 | $233,000 | +13.7% | 4,498 | -1.5% | 0.05% | -12.3% |
| Q1 2020 | $205,000 | -34.5% | 4,568 | -15.4% | 0.06% | -34.5% |
| Q4 2019 | $313,000 | -27.9% | 5,399 | -31.8% | 0.09% | -42.8% |
| Q3 2019 | $434,000 | -2.0% | 7,920 | -5.0% | 0.15% | -13.6% |
| Q2 2019 | $443,000 | +26.2% | 8,338 | +24.2% | 0.18% | +5.4% |
| Q1 2019 | $351,000 | +11.4% | 6,714 | 0.0% | 0.17% | +4.4% |
| Q4 2018 | $315,000 | – | 6,714 | – | 0.16% | – |
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% |