SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,491 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,581,561 | -7.4% | 84,639 | -4.0% | 8.32% | -16.5% |
| Q1 2024 | $7,105,733 | +14.4% | 88,128 | +8.0% | 9.95% | -8.5% |
| Q4 2023 | $6,210,986 | +8.7% | 81,584 | +1.1% | 10.88% | +0.5% |
| Q3 2023 | $5,712,639 | +7.5% | 80,733 | +10.3% | 10.82% | +9.9% |
| Q2 2023 | $5,316,075 | +8.4% | 73,204 | +9.2% | 9.85% | +2.1% |
| Q1 2023 | $4,905,803 | +23.4% | 67,056 | +27.4% | 9.65% | +71.9% |
| Q4 2022 | $3,974,462 | +37.5% | 52,614 | +20.9% | 5.61% | +53.7% |
| Q3 2022 | $2,891,000 | +13.7% | 43,512 | +22.6% | 3.65% | +22.3% |
| Q2 2022 | $2,542,000 | – | 35,482 | – | 2.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JBJ Investment Partners, LLC | 1,660,019 | $96,148,000 | 29.50% |
| Strategic Wealth Management Group, LLC | 618,333 | $35,814,000 | 23.20% |
| Legacy Financial Strategies, LLC | 482,689 | $27,957,000 | 22.56% |
| Davidson Capital Management Inc. | 439,838 | $25,475,000 | 20.12% |
| HHM Wealth Advisors, LLC | 687,934 | $39,846,000 | 19.15% |
| Reitz Capital Advisors LLC | 273,796 | $15,858,000 | 17.14% |
| Asset Advisors Investment Management, LLC | 1,559,300 | $91,063,000 | 13.24% |
| Avantax Planning Partners, Inc. | 3,676,270 | $212,930,000 | 12.53% |
| Summit Asset Management, LLC | 459,320 | $26,604,000 | 11.35% |
| ISLAY CAPITAL MANAGEMENT, LLC | 193,400 | $11,202,000 | 10.74% |