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 | $335,402 | +6.3% | 4,740 | +9.1% | 0.27% | +8.5% |
| Q2 2023 | $315,461 | -8.8% | 4,344 | -8.1% | 0.25% | -15.4% |
| Q1 2023 | $345,827 | -8.9% | 4,727 | -6.0% | 0.29% | -17.7% |
| Q4 2022 | $379,815 | +14.4% | 5,028 | +0.5% | 0.36% | +8.6% |
| Q3 2022 | $332,000 | -3.2% | 5,002 | +4.5% | 0.33% | +4.5% |
| Q2 2022 | $343,000 | -11.4% | 4,787 | -2.5% | 0.31% | -0.9% |
| Q1 2022 | $387,000 | -9.8% | 4,911 | -7.5% | 0.32% | -11.2% |
| Q4 2021 | $429,000 | – | 5,308 | – | 0.36% | – |
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% |