SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,491 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,561,405 | -1.7% | 97,240 | +2.0% | 1.74% | +0.2% |
| Q1 2024 | $7,690,008 | +25.1% | 95,374 | +18.2% | 1.73% | +18.1% |
| Q4 2023 | $6,145,291 | +47.3% | 80,721 | +37.0% | 1.47% | +24.8% |
| Q3 2023 | $4,170,678 | +1609.7% | 58,932 | +1655.0% | 1.18% | +431.7% |
| Q2 2023 | $243,936 | -82.3% | 3,358 | -82.2% | 0.22% | -73.4% |
| Q1 2023 | $1,377,220 | -92.2% | 18,825 | -91.9% | 0.83% | -84.0% |
| Q4 2022 | $17,565,443 | – | 232,532 | – | 5.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JBJ Investment Partners, LLC | 1,660,019 | $96,148,000 | 29.50% |
| Strategic Wealth Management Group, LLC | 618,333 | $35,814,000 | 23.20% |
| Legacy Financial Strategies, LLC | 482,689 | $27,957,000 | 22.56% |
| Davidson Capital Management Inc. | 439,838 | $25,475,000 | 20.12% |
| HHM Wealth Advisors, LLC | 687,934 | $39,846,000 | 19.15% |
| Reitz Capital Advisors LLC | 273,796 | $15,858,000 | 17.14% |
| Asset Advisors Investment Management, LLC | 1,559,300 | $91,063,000 | 13.24% |
| Avantax Planning Partners, Inc. | 3,676,270 | $212,930,000 | 12.53% |
| Summit Asset Management, LLC | 459,320 | $26,604,000 | 11.35% |
| ISLAY CAPITAL MANAGEMENT, LLC | 193,400 | $11,202,000 | 10.74% |