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 | $11,590,580 | -23.8% | 163,801 | -21.8% | 2.46% | -24.8% |
Q2 2023 | $15,206,557 | +24.1% | 209,399 | +25.0% | 3.28% | -5.8% |
Q1 2023 | $12,256,998 | -8.0% | 167,537 | -5.0% | 3.48% | -13.2% |
Q4 2022 | $13,322,334 | +31.5% | 176,361 | +15.6% | 4.01% | +24.6% |
Q3 2022 | $10,133,000 | +11.9% | 152,534 | +20.7% | 3.22% | +29.3% |
Q2 2022 | $9,054,000 | +247.0% | 126,393 | +282.2% | 2.49% | +268.3% |
Q1 2022 | $2,609,000 | +23.3% | 33,071 | +26.3% | 0.68% | +30.3% |
Q4 2021 | $2,116,000 | +37.1% | 26,183 | +26.0% | 0.52% | -18.0% |
Q3 2021 | $1,543,000 | +10.3% | 20,785 | +12.3% | 0.63% | +57.6% |
Q2 2021 | $1,399,000 | +36.4% | 18,503 | +31.5% | 0.40% | +15.9% |
Q1 2021 | $1,026,000 | +12725.0% | 14,072 | +10980.3% | 0.35% | +5666.7% |
Q4 2020 | $8,000 | – | 127 | – | 0.01% | – |
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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% |