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 | $1,914,926 | -4.6% | 27,062 | -2.1% | 0.44% | -6.2% |
| Q2 2023 | $2,007,649 | -19.4% | 27,646 | -18.8% | 0.47% | -25.9% |
| Q1 2023 | $2,491,625 | +6.7% | 34,057 | +10.2% | 0.63% | -5.1% |
| Q4 2022 | $2,334,964 | +44.4% | 30,910 | +27.0% | 0.67% | +23.7% |
| Q3 2022 | $1,617,000 | +9.8% | 24,337 | +18.3% | 0.54% | +11.6% |
| Q2 2022 | $1,473,000 | -13.7% | 20,569 | -4.9% | 0.48% | -1.6% |
| Q1 2022 | $1,706,000 | +20.7% | 21,620 | +23.6% | 0.49% | +20.9% |
| Q4 2021 | $1,414,000 | – | 17,492 | – | 0.41% | – |
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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% |