SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,025,701 | +6.5% | 71,025 | +9.3% | 0.11% | +8.6% |
| Q2 2023 | $4,721,068 | +1.2% | 65,011 | +1.9% | 0.10% | -6.2% |
| Q1 2023 | $4,666,079 | +21.7% | 63,779 | +28.2% | 0.11% | +6.7% |
| Q4 2022 | $3,834,919 | +15.0% | 49,752 | -0.9% | 0.10% | -17.3% |
| Q3 2022 | $3,336,000 | -6.4% | 50,218 | +0.9% | 0.13% | +4.1% |
| Q2 2022 | $3,566,000 | +93.7% | 49,784 | +113.3% | 0.12% | +69.4% |
| Q1 2022 | $1,841,000 | +218.0% | 23,336 | +225.8% | 0.07% | +200.0% |
| Q4 2021 | $579,000 | +33.1% | 7,163 | +22.3% | 0.02% | +20.0% |
| Q3 2021 | $435,000 | +2.6% | 5,859 | +4.5% | 0.02% | 0.0% |
| Q2 2021 | $424,000 | +2.7% | 5,607 | -1.0% | 0.02% | -9.1% |
| Q1 2021 | $413,000 | +27.1% | 5,664 | +11.8% | 0.02% | -4.3% |
| Q4 2020 | $325,000 | +21.3% | 5,067 | +4.6% | 0.02% | 0.0% |
| Q3 2020 | $268,000 | +11.2% | 4,846 | +4.1% | 0.02% | 0.0% |
| Q2 2020 | $241,000 | +19.3% | 4,657 | +33.5% | 0.02% | +35.3% |
| Q4 2019 | $202,000 | -36.9% | 3,488 | -43.0% | 0.02% | -48.5% |
| Q1 2019 | $320,000 | +1.3% | 6,121 | -9.0% | 0.03% | -13.2% |
| Q4 2018 | $316,000 | +2006.7% | 6,728 | +2142.7% | 0.04% | +1800.0% |
| Q2 2018 | $15,000 | – | 300 | – | 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% |