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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,425,603 | -49.6% | 19,631 | -49.3% | 0.05% | -56.1% |
| Q1 2023 | $2,831,292 | -0.4% | 38,700 | +2.9% | 0.12% | -10.9% |
| Q4 2022 | $2,842,193 | +33.0% | 37,625 | +17.0% | 0.14% | +16.0% |
| Q3 2022 | $2,137,000 | +4.1% | 32,163 | +12.3% | 0.12% | +1.7% |
| Q2 2022 | $2,052,000 | +42.3% | 28,647 | +56.7% | 0.12% | +42.7% |
| Q1 2022 | $1,442,000 | -2.0% | 18,278 | +0.4% | 0.08% | -1.2% |
| Q4 2021 | $1,472,000 | +9.7% | 18,207 | +0.7% | 0.08% | -8.8% |
| Q3 2021 | $1,342,000 | -0.7% | 18,078 | +1.1% | 0.09% | -5.2% |
| Q2 2021 | $1,352,000 | +3.4% | 17,879 | -0.3% | 0.10% | -17.2% |
| Q1 2021 | $1,308,000 | – | 17,931 | – | 0.12% | – |
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% |