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 | $26,222,522 | +3.4% | 370,584 | +6.1% | 3.01% | +4.7% |
| Q2 2023 | $25,356,420 | +8.0% | 349,166 | +8.8% | 2.88% | +1.8% |
| Q1 2023 | $23,483,052 | +27.4% | 320,982 | +31.5% | 2.83% | +16.2% |
| Q4 2022 | $18,432,390 | +21.5% | 244,008 | +6.9% | 2.43% | +9.2% |
| Q3 2022 | $15,168,000 | -1.0% | 228,335 | +6.8% | 2.23% | -0.4% |
| Q2 2022 | $15,314,000 | +22.9% | 213,787 | +35.3% | 2.24% | +41.2% |
| Q1 2022 | $12,464,000 | +31.1% | 157,995 | +34.3% | 1.58% | +25.7% |
| Q4 2021 | $9,509,000 | +66.2% | 117,646 | +52.7% | 1.26% | +22.2% |
| Q3 2021 | $5,720,000 | +26.5% | 77,046 | +28.8% | 1.03% | +26.0% |
| Q2 2021 | $4,523,000 | +110.3% | 59,819 | +102.8% | 0.82% | +74.8% |
| Q1 2021 | $2,151,000 | +126.7% | 29,503 | +99.4% | 0.47% | +181.9% |
| Q4 2020 | $949,000 | – | 14,797 | – | 0.17% | – |
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% |