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 | $14,783,724 | +7.2% | 208,928 | +10.0% | 1.84% | +1.7% |
| Q2 2023 | $13,791,060 | +6.7% | 189,907 | +7.4% | 1.81% | +1.9% |
| Q1 2023 | $12,930,776 | +72.2% | 176,747 | +77.8% | 1.78% | +11.8% |
| Q4 2022 | $7,508,986 | +15.3% | 99,404 | +1.4% | 1.59% | +8.7% |
| Q3 2022 | $6,513,000 | -8.4% | 98,043 | -1.2% | 1.46% | -1.8% |
| Q2 2022 | $7,108,000 | -5.4% | 99,238 | +4.2% | 1.49% | +4.1% |
| Q1 2022 | $7,515,000 | +6.2% | 95,265 | +8.9% | 1.43% | +6.9% |
| Q4 2021 | $7,074,000 | +50.4% | 87,513 | +38.1% | 1.34% | +36.0% |
| Q3 2021 | $4,705,000 | -4.8% | 63,369 | -3.1% | 0.98% | -5.4% |
| Q2 2021 | $4,943,000 | +9.6% | 65,369 | +5.7% | 1.04% | -1.0% |
| Q1 2021 | $4,511,000 | +7.8% | 61,864 | -5.1% | 1.05% | +2.7% |
| Q4 2020 | $4,183,000 | +22.2% | 65,218 | +5.3% | 1.02% | +13.3% |
| Q3 2020 | $3,424,000 | +9.7% | 61,918 | +2.7% | 0.90% | +2.6% |
| Q2 2020 | $3,120,000 | +28.0% | 60,285 | +11.2% | 0.88% | +4.4% |
| Q1 2020 | $2,438,000 | -3.5% | 54,200 | +24.2% | 0.84% | +18.1% |
| Q4 2019 | $2,527,000 | +19.5% | 43,622 | +13.0% | 0.71% | +13.2% |
| Q3 2019 | $2,115,000 | +9.8% | 38,604 | +6.4% | 0.63% | +10.7% |
| Q2 2019 | $1,926,000 | – | 36,286 | – | 0.57% | – |
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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% |