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 | $268,818 | -2.6% | 3,799 | 0.0% | 0.12% | +1.6% |
| Q2 2023 | $275,884 | -2.4% | 3,799 | -1.7% | 0.12% | -12.1% |
| Q1 2023 | $282,691 | +21.9% | 3,864 | +25.9% | 0.14% | +12.0% |
| Q4 2022 | $231,832 | +9.4% | 3,069 | +3.7% | 0.12% | +8.7% |
| Q2 2022 | $212,000 | -9.0% | 2,959 | 0.0% | 0.12% | +13.9% |
| Q1 2022 | $233,000 | -0.4% | 2,959 | +2.1% | 0.10% | +5.2% |
| Q4 2021 | $234,000 | +13.6% | 2,899 | +4.7% | 0.10% | +1.1% |
| Q3 2021 | $206,000 | +1.5% | 2,770 | +3.2% | 0.10% | 0.0% |
| Q2 2021 | $203,000 | – | 2,685 | – | 0.10% | – |
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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% |