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 | $1,013,620 | -1.7% | 13,035 | +1.9% | 2.42% | +102.9% |
| Q1 2024 | $1,031,035 | +8.3% | 12,787 | +2.2% | 1.19% | -3.3% |
| Q4 2023 | $952,220 | +7.3% | 12,508 | -0.3% | 1.23% | -2.8% |
| Q3 2023 | $887,772 | -2.6% | 12,546 | 0.0% | 1.27% | -0.3% |
| Q2 2023 | $911,108 | -39.5% | 12,546 | -39.0% | 1.27% | -13.5% |
| Q1 2023 | $1,505,052 | -5.1% | 20,572 | -2.0% | 1.47% | -1.2% |
| Q4 2022 | $1,585,273 | -14.0% | 20,985 | -24.4% | 1.49% | +20.5% |
| Q3 2022 | $1,844,000 | -22.7% | 27,756 | -16.6% | 1.24% | -42.7% |
| Q2 2022 | $2,384,000 | -22.8% | 33,282 | -13.9% | 2.16% | -8.6% |
| Q1 2022 | $3,087,000 | +31.5% | 38,659 | +32.9% | 2.36% | +37.4% |
| Q4 2021 | $2,348,000 | – | 29,095 | – | 1.72% | – |
Download | ||||||
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% |