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 | $16,951,996 | +1.8% | 239,570 | +4.5% | 7.39% | +2.2% |
Q2 2023 | $16,648,525 | +7.2% | 229,255 | +8.0% | 7.24% | -1.9% |
Q1 2023 | $15,534,523 | +10.5% | 212,336 | +14.1% | 7.37% | +8.7% |
Q4 2022 | $14,054,410 | +30.9% | 186,053 | +15.1% | 6.78% | +24.5% |
Q3 2022 | $10,735,000 | +70.0% | 161,597 | +83.3% | 5.44% | +82.6% |
Q2 2022 | $6,315,000 | +42.5% | 88,163 | +56.9% | 2.98% | +63.6% |
Q1 2022 | $4,433,000 | +112.7% | 56,192 | +118.0% | 1.82% | +106.1% |
Q4 2021 | $2,084,000 | – | 25,777 | – | 0.88% | – |
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% |