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 | $1,098,974 | -3.1% | 15,531 | -0.5% | 0.37% | +5.4% |
| Q2 2023 | $1,133,671 | +2.7% | 15,611 | +3.4% | 0.35% | -0.6% |
| Q1 2023 | $1,104,204 | +10.0% | 15,093 | +13.6% | 0.36% | +0.3% |
| Q4 2022 | $1,004,002 | +24.9% | 13,291 | +9.8% | 0.36% | +17.9% |
| Q3 2022 | $804,000 | -10.7% | 12,110 | -3.6% | 0.30% | -11.7% |
| Q2 2022 | $900,000 | -9.5% | 12,559 | -0.4% | 0.34% | +4.6% |
| Q1 2022 | $995,000 | -6.1% | 12,615 | -3.8% | 0.33% | +4.8% |
| Q4 2021 | $1,060,000 | +0.8% | 13,115 | -7.4% | 0.31% | -21.7% |
| Q3 2021 | $1,052,000 | -12.5% | 14,167 | -10.8% | 0.40% | -22.6% |
| Q2 2021 | $1,202,000 | +0.7% | 15,889 | -3.0% | 0.51% | -6.7% |
| Q1 2021 | $1,194,000 | +10.5% | 16,379 | -2.8% | 0.55% | -19.0% |
| Q4 2020 | $1,081,000 | +10.0% | 16,847 | -5.3% | 0.68% | -11.2% |
| Q3 2020 | $983,000 | +10.2% | 17,781 | +3.2% | 0.76% | -16.1% |
| Q2 2020 | $892,000 | -13.0% | 17,235 | -24.3% | 0.91% | -29.2% |
| Q1 2020 | $1,025,000 | – | 22,781 | – | 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% |