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 | $5,071,511 | -2.3% | 71,672 | +0.3% | 0.77% | +2.3% |
| Q2 2023 | $5,188,989 | +2.9% | 71,454 | +3.7% | 0.75% | -4.3% |
| Q1 2023 | $5,041,456 | +12.2% | 68,910 | +15.8% | 0.78% | +6.2% |
| Q4 2022 | $4,493,497 | +18.0% | 59,485 | +3.8% | 0.74% | +9.0% |
| Q3 2022 | $3,807,000 | -3.3% | 57,309 | +4.3% | 0.68% | +0.1% |
| Q2 2022 | $3,937,000 | -1.3% | 54,963 | +8.7% | 0.68% | +10.7% |
| Q1 2022 | $3,988,000 | -1.9% | 50,546 | +0.5% | 0.61% | -0.3% |
| Q4 2021 | $4,064,000 | +12.4% | 50,280 | +3.2% | 0.61% | +4.1% |
| Q3 2021 | $3,617,000 | +4.1% | 48,715 | +6.0% | 0.59% | +5.2% |
| Q2 2021 | $3,475,000 | +36.0% | 45,957 | +31.1% | 0.56% | +28.5% |
| Q1 2021 | $2,556,000 | +61.2% | 35,049 | +41.8% | 0.44% | +50.0% |
| Q4 2020 | $1,586,000 | – | 24,724 | – | 0.29% | – |
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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% |