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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,936,830 | +6.4% | 77,982 | -1.1% | 2.31% | -7.8% |
| Q3 2023 | $5,578,081 | +1.2% | 78,831 | +3.9% | 2.50% | -4.9% |
| Q2 2023 | $5,511,328 | -7.4% | 75,893 | -6.7% | 2.63% | -6.7% |
| Q1 2023 | $5,954,126 | -7.8% | 81,385 | -4.8% | 2.82% | -4.2% |
| Q4 2022 | $6,460,000 | +40.6% | 85,518 | +23.7% | 2.95% | +4.8% |
| Q3 2022 | $4,594,000 | -20.7% | 69,152 | -14.4% | 2.81% | -21.0% |
| Q2 2022 | $5,790,000 | +7.9% | 80,830 | +18.9% | 3.56% | +6.7% |
| Q1 2022 | $5,365,000 | – | 68,002 | – | 3.34% | – |
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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% |