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 | $421,800 | -2.6% | 5,961 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $432,888 | -0.7% | 5,961 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $436,107 | -9.2% | 5,961 | -6.3% | 0.01% | -16.7% |
| Q4 2022 | $480,510 | +19.8% | 6,361 | +6.7% | 0.01% | +20.0% |
| Q3 2022 | $401,000 | -6.1% | 5,961 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $427,000 | -9.1% | 5,961 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $470,000 | -2.5% | 5,961 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $482,000 | +8.8% | 5,961 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $443,000 | -52.7% | 5,961 | -10.5% | 0.01% | -16.7% |
| Q2 2021 | $936,000 | +207.9% | 6,659 | +59.6% | 0.01% | +50.0% |
| Q1 2021 | $304,000 | +13.0% | 4,173 | -0.5% | 0.00% | 0.0% |
| Q4 2020 | $269,000 | +4.3% | 4,192 | -10.0% | 0.00% | 0.0% |
| Q3 2020 | $258,000 | +7.5% | 4,659 | +0.3% | 0.00% | 0.0% |
| Q2 2020 | $240,000 | – | 4,644 | – | 0.00% | – |
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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% |