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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $4,060,818 | +17.1% | 50,364 | +10.6% | 0.97% | +6.5% |
| Q4 2023 | $3,468,072 | +14.3% | 45,555 | +6.2% | 0.91% | +23.4% |
| Q3 2023 | $3,034,472 | +23.6% | 42,884 | +26.8% | 0.74% | +32.9% |
| Q2 2023 | $2,455,864 | +624.4% | 33,818 | +686.6% | 0.55% | +853.4% |
| Q1 2022 | $339,000 | +446.8% | 4,299 | +409.4% | 0.06% | +346.2% |
| Q1 2021 | $62,000 | +63.2% | 844 | +40.7% | 0.01% | +44.4% |
| Q4 2020 | $38,000 | +15.2% | 600 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $33,000 | +6.5% | 600 | 0.0% | 0.01% | -33.3% |
| Q2 2020 | $31,000 | +14.8% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $27,000 | -22.9% | 600 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $35,000 | – | 600 | – | 0.01% | – |
Download | ||||||
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% |