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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,038,854 | +0.6% | 14,305 | +1.0% | 0.96% | +0.5% |
| Q1 2023 | $1,033,040 | +2.2% | 14,159 | +5.8% | 0.96% | +4.7% |
| Q4 2022 | $1,010,650 | +15.1% | 13,379 | +1.1% | 0.91% | +14.4% |
| Q3 2022 | $878,000 | -9.7% | 13,229 | -2.5% | 0.80% | -1.1% |
| Q2 2022 | $972,000 | -4.5% | 13,574 | +5.1% | 0.81% | +11.2% |
| Q1 2022 | $1,018,000 | -1.5% | 12,910 | +1.5% | 0.73% | +1.7% |
| Q4 2021 | $1,033,000 | +17.3% | 12,717 | +8.5% | 0.71% | +14.2% |
| Q3 2021 | $881,000 | -2.7% | 11,717 | -1.9% | 0.62% | -6.4% |
| Q2 2021 | $905,000 | +2.7% | 11,949 | +0.7% | 0.67% | +1.8% |
| Q1 2021 | $881,000 | +40.7% | 11,871 | +21.5% | 0.66% | +25.2% |
| Q4 2020 | $626,000 | +172.2% | 9,768 | +133.9% | 0.52% | +120.2% |
| Q3 2020 | $230,000 | +27.1% | 4,176 | +4.0% | 0.24% | +12.8% |
| Q1 2020 | $181,000 | – | 4,017 | – | 0.21% | – |
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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% |