SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $958,798 | -2.9% | 13,550 | -0.4% | 0.26% | -0.4% |
| Q2 2023 | $987,777 | -2.0% | 13,602 | -1.3% | 0.26% | -10.6% |
| Q1 2023 | $1,008,072 | -7.9% | 13,779 | -4.9% | 0.29% | -13.4% |
| Q4 2022 | $1,093,970 | +11.1% | 14,482 | -2.4% | 0.34% | 0.0% |
| Q3 2022 | $985,000 | -8.9% | 14,842 | -1.7% | 0.34% | -6.1% |
| Q2 2022 | $1,081,000 | -10.3% | 15,102 | -1.2% | 0.36% | +7.2% |
| Q1 2022 | $1,205,000 | -5.0% | 15,286 | -2.6% | 0.34% | +2.4% |
| Q4 2021 | $1,268,000 | +14.4% | 15,695 | +5.1% | 0.33% | +7.6% |
| Q3 2021 | $1,108,000 | -1.5% | 14,933 | +0.3% | 0.30% | -4.4% |
| Q2 2021 | $1,125,000 | +25.3% | 14,882 | +20.8% | 0.32% | +15.2% |
| Q1 2021 | $898,000 | +49.7% | 12,316 | +31.6% | 0.28% | +44.5% |
| Q4 2020 | $600,000 | +21.7% | 9,357 | +4.9% | 0.19% | +5.5% |
| Q3 2020 | $493,000 | +2.7% | 8,922 | -4.0% | 0.18% | -9.0% |
| Q2 2020 | $480,000 | +17.9% | 9,293 | +2.6% | 0.20% | -5.2% |
| Q1 2020 | $407,000 | -51.5% | 9,060 | -37.5% | 0.21% | -34.2% |
| Q4 2019 | $839,000 | – | 14,500 | – | 0.32% | – |
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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% |