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 | $5,020,705 | -1.3% | 70,954 | +1.3% | 2.98% | +1.2% |
| Q2 2023 | $5,084,925 | +2.3% | 70,021 | +3.1% | 2.95% | -3.9% |
| Q1 2023 | $4,968,515 | -7.6% | 67,913 | -4.6% | 3.07% | -16.3% |
| Q4 2022 | $5,375,049 | +13.2% | 71,155 | -0.4% | 3.67% | +12.2% |
| Q3 2022 | $4,748,000 | +4.8% | 71,470 | +13.0% | 3.27% | +1.4% |
| Q2 2022 | $4,529,000 | -11.9% | 63,222 | -3.0% | 3.22% | -1.1% |
| Q1 2022 | $5,139,000 | -2.7% | 65,144 | -0.3% | 3.26% | +0.6% |
| Q4 2021 | $5,279,000 | +11.4% | 65,311 | +2.3% | 3.24% | +4.2% |
| Q3 2021 | $4,738,000 | +1.3% | 63,824 | +3.2% | 3.11% | +8.1% |
| Q2 2021 | $4,676,000 | +0.3% | 61,839 | -3.3% | 2.88% | -4.5% |
| Q1 2021 | $4,661,000 | +47.9% | 63,921 | +30.1% | 3.01% | +39.8% |
| Q4 2020 | $3,151,000 | +25.6% | 49,124 | +8.3% | 2.15% | +6.5% |
| Q3 2020 | $2,508,000 | +4.1% | 45,359 | -2.6% | 2.02% | +1.3% |
| Q2 2020 | $2,410,000 | +1069.9% | 46,566 | +916.9% | 2.00% | +122.5% |
| Q1 2020 | $206,000 | – | 4,579 | – | 0.90% | – |
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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% |