SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,024,672 | +8.0% | 226,465 | +10.9% | 1.61% | +10.7% |
| Q2 2023 | $14,835,754 | +9.2% | 204,292 | +10.1% | 1.46% | +2.2% |
| Q1 2023 | $13,580,898 | +16.0% | 185,632 | +19.8% | 1.42% | +8.4% |
| Q4 2022 | $11,706,828 | +113.8% | 154,975 | +88.0% | 1.31% | +65.7% |
| Q3 2022 | $5,476,000 | +26.7% | 82,432 | +36.6% | 0.79% | +36.7% |
| Q2 2022 | $4,322,000 | -62.0% | 60,334 | -58.1% | 0.58% | -57.5% |
| Q1 2022 | $11,360,000 | +348.7% | 143,997 | +359.6% | 1.36% | +309.6% |
| Q4 2021 | $2,532,000 | +22.3% | 31,328 | +12.3% | 0.33% | +6.1% |
| Q3 2021 | $2,071,000 | +3.6% | 27,892 | +5.5% | 0.31% | -6.3% |
| Q2 2021 | $1,999,000 | +6.7% | 26,435 | +2.9% | 0.34% | -21.4% |
| Q1 2021 | $1,873,000 | +224.6% | 25,691 | +185.5% | 0.43% | +180.3% |
| Q4 2020 | $577,000 | +38.7% | 8,999 | +19.6% | 0.15% | +17.8% |
| Q3 2020 | $416,000 | +4.0% | 7,523 | -2.6% | 0.13% | -9.2% |
| Q2 2020 | $400,000 | +15.3% | 7,723 | 0.0% | 0.14% | -4.1% |
| Q1 2020 | $347,000 | +42.8% | 7,723 | +84.2% | 0.15% | +76.2% |
| Q4 2019 | $243,000 | – | 4,193 | – | 0.08% | – |
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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% |