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 | $2,550,305 | -3.3% | 32,797 | +0.3% | 1.12% | -9.4% |
| Q1 2024 | $2,637,660 | +8.2% | 32,713 | +2.2% | 1.24% | -1.0% |
| Q4 2023 | $2,437,287 | +8.1% | 32,014 | +0.5% | 1.25% | -5.5% |
| Q3 2023 | $2,255,174 | +2.0% | 31,870 | +4.7% | 1.32% | +4.7% |
| Q2 2023 | $2,210,013 | -2.8% | 30,432 | -2.1% | 1.26% | -10.9% |
| Q1 2023 | $2,274,530 | -0.6% | 31,089 | +2.7% | 1.42% | +1.2% |
| Q4 2022 | $2,287,376 | +11.0% | 30,280 | -2.4% | 1.40% | +5.3% |
| Q3 2022 | $2,060,000 | -2.2% | 31,011 | +5.5% | 1.33% | +1.1% |
| Q2 2022 | $2,106,000 | -7.5% | 29,404 | +1.9% | 1.32% | +11.2% |
| Q1 2022 | $2,277,000 | +7.7% | 28,859 | +10.4% | 1.18% | +8.7% |
| Q4 2021 | $2,114,000 | – | 26,149 | – | 1.09% | – |
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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% |