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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,285,743 | -4.1% | 413,874 | -1.6% | 20.08% | +0.8% |
| Q2 2023 | $30,545,204 | -7.7% | 420,617 | -7.0% | 19.92% | +4.6% |
| Q1 2023 | $33,075,969 | +116916.8% | 452,105 | +20.8% | 19.04% | +28.2% |
| Q4 2022 | $28,266 | -99.9% | 374,182 | +12.9% | 14.85% | +15.8% |
| Q3 2022 | $22,010,000 | +38.1% | 331,320 | +48.9% | 12.83% | +43.0% |
| Q2 2022 | $15,934,000 | +38.3% | 222,453 | +52.3% | 8.97% | +49.8% |
| Q1 2022 | $11,520,000 | – | 146,025 | – | 5.99% | – |
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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% |