SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,110,607 | +28223.0% | 67,130 | +26225.5% | 0.17% | +17000.0% |
| Q3 2023 | $18,044 | -2.6% | 255 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $18,518 | -67.7% | 255 | -67.4% | 0.00% | -50.0% |
| Q1 2023 | $57,284 | +50149.1% | 783 | -48.1% | 0.00% | -60.0% |
| Q4 2022 | $114 | -100.0% | 1,509 | -91.6% | 0.01% | -90.7% |
| Q3 2022 | $1,189,000 | -0.6% | 17,901 | +7.2% | 0.05% | +3.8% |
| Q2 2022 | $1,196,000 | -36.5% | 16,701 | -30.0% | 0.05% | -26.8% |
| Q1 2022 | $1,883,000 | +22.9% | 23,870 | +25.9% | 0.07% | +24.6% |
| Q4 2021 | $1,532,000 | +26.2% | 18,958 | +15.9% | 0.06% | +14.0% |
| Q3 2021 | $1,214,000 | +4.8% | 16,357 | +6.8% | 0.05% | +2.0% |
| Q2 2021 | $1,158,000 | +49.4% | 15,316 | +44.2% | 0.05% | +36.1% |
| Q1 2021 | $775,000 | -3.4% | 10,625 | -15.1% | 0.04% | -12.2% |
| Q4 2020 | $802,000 | +178.5% | 12,511 | +140.6% | 0.04% | +141.2% |
| Q3 2020 | $288,000 | +260.0% | 5,200 | +234.4% | 0.02% | +240.0% |
| Q2 2020 | $80,000 | -99.4% | 1,555 | +418.3% | 0.01% | +400.0% |
| Q1 2017 | $13,374,000 | +2.3% | 300 | 0.0% | 0.00% | -50.0% |
| Q4 2016 | $13,071,000 | +5.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $12,432,000 | +3.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $12,027,000 | +4.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $11,568,000 | – | 300 | – | 0.00% | – |
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% |