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 | $263,581 | -2.6% | 3,725 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $270,510 | -0.7% | 3,725 | 0.0% | 0.04% | -5.4% |
| Q1 2023 | $272,521 | -3.2% | 3,725 | 0.0% | 0.04% | -5.1% |
| Q4 2022 | $281,386 | +13.9% | 3,725 | 0.0% | 0.04% | +5.4% |
| Q3 2022 | $247,000 | -7.5% | 3,725 | 0.0% | 0.04% | -5.1% |
| Q2 2022 | $267,000 | -9.2% | 3,725 | 0.0% | 0.04% | +5.4% |
| Q1 2022 | $294,000 | -2.3% | 3,725 | 0.0% | 0.04% | +8.8% |
| Q4 2021 | $301,000 | +8.7% | 3,725 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $277,000 | -11.2% | 3,725 | -9.7% | 0.04% | -10.3% |
| Q2 2021 | $312,000 | +3.7% | 4,125 | 0.0% | 0.04% | -9.3% |
| Q1 2021 | $301,000 | -31.4% | 4,125 | -39.7% | 0.04% | -15.7% |
| Q4 2020 | $439,000 | +11.1% | 6,841 | -4.3% | 0.05% | 0.0% |
| Q3 2020 | $395,000 | -6.2% | 7,151 | -12.1% | 0.05% | -15.0% |
| Q2 2020 | $421,000 | +15.0% | 8,131 | 0.0% | 0.06% | -10.4% |
| Q1 2020 | $366,000 | -22.3% | 8,131 | 0.0% | 0.07% | -1.5% |
| Q4 2019 | $471,000 | +16.0% | 8,131 | +9.8% | 0.07% | +6.2% |
| Q3 2019 | $406,000 | +3.3% | 7,406 | 0.0% | 0.06% | +3.2% |
| Q2 2019 | $393,000 | +38.4% | 7,406 | +36.5% | 0.06% | +21.6% |
| Q1 2019 | $284,000 | +11.4% | 5,426 | 0.0% | 0.05% | -3.8% |
| Q4 2018 | $255,000 | -8.9% | 5,426 | +2.8% | 0.05% | +6.0% |
| Q3 2018 | $280,000 | +19.7% | 5,276 | +11.2% | 0.05% | +13.6% |
| Q2 2018 | $234,000 | -81.1% | 4,746 | -81.2% | 0.04% | -81.4% |
| Q1 2018 | $1,239,000 | -6.3% | 25,262 | -2.2% | 0.24% | -9.2% |
| Q4 2017 | $1,322,000 | +13.5% | 25,838 | 0.0% | 0.26% | +3.6% |
| Q2 2017 | $1,165,000 | +20.4% | 25,838 | +16.3% | 0.25% | +13.5% |
| Q4 2016 | $968,000 | – | 22,213 | – | 0.22% | – |
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% |