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 | $14,757,024 | -2.1% | 211,935 | +2.1% | 2.00% | -1.6% |
| Q2 2023 | $15,075,038 | +6.9% | 207,588 | +7.6% | 2.04% | -6.8% |
| Q1 2023 | $14,108,548 | +1.9% | 192,845 | +5.2% | 2.18% | +2.5% |
| Q4 2022 | $13,847,757 | +19.7% | 183,317 | +5.3% | 2.13% | +10.5% |
| Q3 2022 | $11,567,000 | -6.1% | 174,127 | +1.3% | 1.93% | +2.6% |
| Q2 2022 | $12,315,000 | -0.7% | 171,923 | +9.3% | 1.88% | +8.6% |
| Q1 2022 | $12,404,000 | +6.3% | 157,232 | +8.9% | 1.73% | +4.3% |
| Q4 2021 | $11,667,000 | +75.0% | 144,341 | +60.7% | 1.66% | +57.5% |
| Q3 2021 | $6,668,000 | +2.0% | 89,823 | +3.9% | 1.05% | +0.5% |
| Q2 2021 | $6,536,000 | +5.0% | 86,431 | +1.2% | 1.05% | -1.8% |
| Q1 2021 | $6,225,000 | +19.6% | 85,368 | +5.2% | 1.07% | +10.0% |
| Q4 2020 | $5,204,000 | +20.5% | 81,134 | +3.9% | 0.97% | +1.5% |
| Q3 2020 | $4,319,000 | +16.5% | 78,099 | +9.1% | 0.96% | +10.0% |
| Q2 2020 | $3,706,000 | +407.0% | 71,612 | +340.6% | 0.87% | +341.1% |
| Q1 2020 | $731,000 | – | 16,253 | – | 0.20% | – |
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% |