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 | $4,877,261 | +1.2% | 68,926 | +3.8% | 0.41% | -4.0% |
| Q2 2023 | $4,820,550 | +0.8% | 66,380 | +1.6% | 0.43% | -4.5% |
| Q1 2023 | $4,780,507 | +93709.0% | 65,343 | -3.1% | 0.45% | -11.8% |
| Q4 2022 | $5,096 | -99.9% | 67,462 | +15.2% | 0.51% | +43.2% |
| Q3 2022 | $3,888,000 | -3.3% | 58,541 | +4.2% | 0.35% | -17.1% |
| Q2 2022 | $4,022,000 | +43.2% | 56,155 | +57.7% | 0.43% | +50.9% |
| Q1 2022 | $2,809,000 | +29.1% | 35,617 | +32.3% | 0.28% | +33.5% |
| Q4 2021 | $2,175,000 | +14.7% | 26,919 | +5.4% | 0.21% | +3.9% |
| Q3 2021 | $1,896,000 | +283.8% | 25,550 | +291.0% | 0.20% | +270.9% |
| Q2 2021 | $494,000 | -4.3% | 6,534 | -7.8% | 0.06% | -14.1% |
| Q1 2021 | $516,000 | +2.6% | 7,088 | -9.7% | 0.06% | -8.6% |
| Q4 2020 | $503,000 | +15.1% | 7,848 | -0.8% | 0.07% | -1.4% |
| Q3 2020 | $437,000 | +10.6% | 7,913 | +3.5% | 0.07% | 0.0% |
| Q2 2020 | $395,000 | +15.2% | 7,646 | 0.0% | 0.07% | -7.8% |
| Q1 2020 | $343,000 | -29.0% | 7,646 | -8.4% | 0.08% | -12.5% |
| Q4 2019 | $483,000 | +7.8% | 8,351 | +2.0% | 0.09% | +1.1% |
| Q3 2019 | $448,000 | – | 8,186 | – | 0.09% | – |
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% |