SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,663,922 | +1.0% | 37,647 | +3.6% | 0.42% | +5.3% |
| Q2 2023 | $2,637,958 | +9.0% | 36,325 | +9.8% | 0.40% | +6.1% |
| Q1 2023 | $2,421,158 | +2.0% | 33,094 | +5.3% | 0.38% | +3.9% |
| Q4 2022 | $2,373,395 | +15.1% | 31,419 | +1.2% | 0.36% | +5.5% |
| Q3 2022 | $2,062,000 | -3.4% | 31,046 | +4.2% | 0.34% | +2.1% |
| Q2 2022 | $2,134,000 | -11.9% | 29,790 | -3.0% | 0.34% | 0.0% |
| Q1 2022 | $2,423,000 | +905.4% | 30,713 | +929.3% | 0.34% | +833.3% |
| Q4 2021 | $241,000 | – | 2,984 | – | 0.04% | – |
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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% |