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 | $7,422,858 | +21.8% | 104,902 | +25.0% | 0.60% | +23.2% |
Q2 2023 | $6,094,196 | +12.7% | 83,919 | +13.5% | 0.49% | +6.6% |
Q1 2023 | $5,407,774 | +110330.3% | 73,917 | +14.0% | 0.46% | +1.3% |
Q4 2022 | $4,897 | -99.9% | 64,823 | +11.0% | 0.45% | +12.2% |
Q3 2022 | $3,881,000 | -82.1% | 58,422 | -80.7% | 0.40% | -79.3% |
Q2 2022 | $21,680,000 | +24.5% | 302,666 | +37.1% | 1.95% | +38.9% |
Q1 2022 | $17,417,000 | -5.0% | 220,779 | -2.7% | 1.40% | -6.8% |
Q4 2021 | $18,339,000 | +11.4% | 226,888 | +2.4% | 1.50% | -11.2% |
Q3 2021 | $16,457,000 | -2.8% | 221,674 | -1.0% | 1.69% | -0.4% |
Q2 2021 | $16,927,000 | -4.7% | 223,843 | -8.1% | 1.70% | -8.9% |
Q1 2021 | $17,757,000 | +3.0% | 243,512 | -9.4% | 1.87% | -3.4% |
Q4 2020 | $17,248,000 | +65.8% | 268,917 | +42.9% | 1.93% | +31.9% |
Q3 2020 | $10,404,000 | +7.6% | 188,141 | +0.7% | 1.47% | -0.5% |
Q2 2020 | $9,671,000 | +54.4% | 186,882 | +34.2% | 1.47% | +24.8% |
Q1 2020 | $6,262,000 | -12.8% | 139,228 | +12.3% | 1.18% | -8.2% |
Q4 2019 | $7,184,000 | – | 124,030 | – | 1.29% | – |
Download |
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% |