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 | $16,045,850 | -39.9% | 226,765 | -38.4% | 0.32% | -38.6% |
| Q2 2023 | $26,716,511 | +8.6% | 367,894 | +9.4% | 0.53% | +2.1% |
| Q1 2023 | $24,595,681 | +23.1% | 336,191 | +27.1% | 0.52% | +14.4% |
| Q4 2022 | $19,985,836 | +156.1% | 264,573 | +125.2% | 0.45% | +135.4% |
| Q3 2022 | $7,805,000 | +9.7% | 117,505 | +18.3% | 0.19% | +15.0% |
| Q2 2022 | $7,113,000 | +7.8% | 99,301 | +18.7% | 0.17% | +22.8% |
| Q1 2022 | $6,598,000 | +54.6% | 83,638 | +58.5% | 0.14% | +58.1% |
| Q4 2021 | $4,267,000 | +19.7% | 52,782 | +9.9% | 0.09% | +10.3% |
| Q3 2021 | $3,566,000 | +115.1% | 48,030 | +119.1% | 0.08% | +116.7% |
| Q2 2021 | $1,658,000 | +27.8% | 21,922 | +23.3% | 0.04% | +12.5% |
| Q1 2021 | $1,297,000 | +67.8% | 17,781 | +22.1% | 0.03% | +6.7% |
| Q2 2019 | $773,000 | -11.8% | 14,558 | -13.1% | 0.03% | -16.7% |
| Q1 2019 | $876,000 | -5.6% | 16,755 | -4.3% | 0.04% | +16.1% |
| Q3 2018 | $928,000 | – | 17,513 | – | 0.03% | – |
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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% |