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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,529,488 | -6.8% | 33,226 | -13.4% | 1.47% | -20.3% |
| Q3 2023 | $2,714,347 | -17.0% | 38,360 | -14.8% | 1.84% | -7.3% |
| Q2 2023 | $3,268,402 | -1.6% | 45,007 | -0.9% | 1.98% | -8.7% |
| Q1 2023 | $3,321,238 | -5.1% | 45,397 | -2.0% | 2.17% | -12.2% |
| Q4 2022 | $3,498,930 | +18.5% | 46,319 | +4.2% | 2.48% | +9.9% |
| Q3 2022 | $2,953,000 | -7.0% | 44,455 | +0.3% | 2.25% | +0.8% |
| Q2 2022 | $3,174,000 | -2.9% | 44,311 | +6.9% | 2.24% | +9.5% |
| Q1 2022 | $3,270,000 | +25.2% | 41,446 | +28.3% | 2.04% | +25.7% |
| Q4 2021 | $2,611,000 | – | 32,302 | – | 1.62% | – |
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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% |