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 2019 | $1,680,000 | +78.7% | 30,664 | +73.3% | 3.71% | +74.3% |
| Q2 2019 | $940,000 | -1.7% | 17,698 | -3.2% | 2.13% | +7.3% |
| Q1 2019 | $956,000 | +16.0% | 18,274 | +4.1% | 1.98% | +3.1% |
| Q4 2018 | $824,000 | +78.7% | 17,550 | +95.0% | 1.92% | +94.9% |
| Q4 2017 | $461,000 | -74.7% | 9,002 | -76.9% | 0.99% | -54.4% |
| Q3 2017 | $1,824,000 | +1.3% | 38,964 | -2.4% | 2.16% | -0.1% |
| Q2 2017 | $1,800,000 | +13.5% | 39,906 | +12.2% | 2.17% | -9.1% |
| Q1 2017 | $1,586,000 | +126.2% | 35,580 | +121.3% | 2.38% | -33.9% |
| Q4 2016 | $701,000 | +23.2% | 16,080 | +19.5% | 3.61% | +13.5% |
| Q3 2016 | $569,000 | – | 13,457 | – | 3.18% | – |
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% |