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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $469,489 | -5.3% | 6,648 | -1.1% | 0.34% | -3.4% |
| Q2 2023 | $495,827 | -2.0% | 6,720 | -4.2% | 0.35% | -9.8% |
| Q1 2023 | $506,014 | -9.5% | 7,012 | -3.7% | 0.39% | -10.2% |
| Q4 2022 | $559,189 | +38.4% | 7,281 | +19.9% | 0.43% | +21.8% |
| Q3 2022 | $404,000 | +14.1% | 6,074 | +23.2% | 0.35% | +22.1% |
| Q2 2022 | $354,000 | -5.6% | 4,932 | +0.8% | 0.29% | -2.0% |
| Q1 2022 | $375,000 | -2.6% | 4,893 | -0.8% | 0.30% | +1.7% |
| Q4 2021 | $385,000 | – | 4,934 | – | 0.29% | – |
Download | ||||||
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% |