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 | $32,434,672 | -1.3% | 458,376 | +1.3% | 11.44% | -0.2% |
| Q2 2023 | $32,868,952 | +1.8% | 452,616 | +2.5% | 11.47% | -3.7% |
| Q1 2023 | $32,295,479 | -1.6% | 441,436 | +1.6% | 11.91% | -8.8% |
| Q4 2022 | $32,812,330 | +16.4% | 434,370 | +2.3% | 13.06% | -4.3% |
| Q3 2022 | $28,195,000 | -2.8% | 424,428 | +4.8% | 13.66% | -1.8% |
| Q2 2022 | $29,002,000 | -4.6% | 404,888 | +5.1% | 13.91% | -7.3% |
| Q1 2022 | $30,402,000 | +7.2% | 385,375 | +9.8% | 15.00% | +4.3% |
| Q4 2021 | $28,358,000 | +43.5% | 350,841 | +31.8% | 14.39% | +17.5% |
| Q3 2021 | $19,757,000 | +6.1% | 266,124 | +8.0% | 12.24% | +3.2% |
| Q2 2021 | $18,629,000 | +15.1% | 246,350 | +10.9% | 11.86% | +5.2% |
| Q1 2021 | $16,192,000 | +25.9% | 222,057 | +10.7% | 11.28% | +16.4% |
| Q4 2020 | $12,865,000 | +28.1% | 200,580 | +10.4% | 9.69% | +14.0% |
| Q3 2020 | $10,046,000 | +14.5% | 181,672 | +7.2% | 8.50% | +7.0% |
| Q2 2020 | $8,773,000 | +23.4% | 169,523 | +7.3% | 7.95% | +5.8% |
| Q1 2020 | $7,108,000 | +45.8% | 158,021 | +87.8% | 7.51% | +76.4% |
| Q4 2019 | $4,874,000 | – | 84,155 | – | 4.26% | – |
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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% |