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 | $676,057 | -3.8% | 9,554 | -1.3% | 0.38% | -4.1% |
| Q2 2023 | $703,094 | -2.7% | 9,682 | -2.0% | 0.39% | -9.3% |
| Q1 2023 | $722,650 | -2.2% | 9,878 | +1.0% | 0.43% | -9.4% |
| Q4 2022 | $738,992 | +45.2% | 9,783 | +27.6% | 0.48% | +33.6% |
| Q3 2022 | $509,000 | -6.6% | 7,669 | +0.9% | 0.36% | -8.0% |
| Q2 2022 | $545,000 | +7.5% | 7,601 | +18.3% | 0.39% | +9.3% |
| Q1 2022 | $507,000 | -1.7% | 6,425 | +0.6% | 0.36% | +0.6% |
| Q4 2021 | $516,000 | +5.1% | 6,384 | -3.5% | 0.35% | +99.4% |
| Q3 2021 | $491,000 | -7.5% | 6,618 | -6.2% | 0.18% | -18.8% |
| Q2 2021 | $531,000 | +45.1% | 7,056 | +40.7% | 0.22% | +8.5% |
| Q1 2021 | $366,000 | +16.2% | 5,014 | +2.2% | 0.20% | 0.0% |
| Q4 2020 | $315,000 | – | 4,906 | – | 0.20% | – |
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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% |