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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $222,781 | +0.9% | 2,763 | -4.5% | 0.13% | -3.8% |
| Q4 2023 | $220,871 | -13.4% | 2,894 | -19.7% | 0.13% | -22.7% |
| Q3 2023 | $255,090 | -2.6% | 3,605 | 0.0% | 0.17% | +0.6% |
| Q2 2023 | $261,796 | -7.1% | 3,605 | -6.4% | 0.17% | -9.0% |
| Q1 2023 | $281,740 | -3.8% | 3,851 | -0.6% | 0.19% | -11.7% |
| Q4 2022 | $292,794 | – | 3,876 | – | 0.21% | – |
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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% |