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 | $2,168,390 | +10.4% | 29,859 | +11.2% | 0.42% | +5.7% |
| Q1 2023 | $1,964,196 | -4.9% | 26,848 | -1.8% | 0.40% | -9.5% |
| Q4 2022 | $2,065,035 | +13.3% | 27,337 | -0.4% | 0.44% | +4.0% |
| Q3 2022 | $1,822,000 | -7.3% | 27,434 | 0.0% | 0.43% | +6.2% |
| Q2 2022 | $1,965,000 | -7.0% | 27,434 | +2.4% | 0.40% | +13.6% |
| Q1 2022 | $2,113,000 | -11.8% | 26,789 | -9.7% | 0.35% | -7.8% |
| Q4 2021 | $2,397,000 | +45.5% | 29,653 | +15.5% | 0.38% | +10.4% |
| Q4 2020 | $1,647,000 | – | 25,674 | – | 0.35% | – |
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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% |