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 | $4,152,311 | +7.3% | 58,682 | +10.1% | 1.56% | +2.3% |
| Q2 2023 | $3,871,116 | +8.5% | 53,306 | +9.3% | 1.52% | +0.5% |
| Q1 2023 | $3,566,751 | +2.1% | 48,753 | +5.4% | 1.51% | +6.2% |
| Q4 2022 | $3,493,428 | +30.3% | 46,246 | +23.6% | 1.43% | +9.5% |
| Q2 2022 | $2,681,000 | -0.3% | 37,429 | +9.9% | 1.30% | +11.1% |
| Q1 2022 | $2,688,000 | +29.5% | 34,069 | +32.7% | 1.17% | +11.6% |
| Q4 2021 | $2,076,000 | – | 25,682 | – | 1.05% | – |
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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% |