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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $21,722,966 | +7.3% | 299,132 | +8.1% | 0.34% | +1.2% |
| Q1 2023 | $20,247,542 | +68.6% | 276,757 | +74.1% | 0.33% | +62.0% |
| Q4 2022 | $12,006,856 | -9.1% | 158,947 | -20.1% | 0.20% | -20.2% |
| Q3 2022 | $13,216,000 | +17.1% | 198,947 | +26.3% | 0.26% | +26.6% |
| Q2 2022 | $11,282,000 | -3.2% | 157,507 | +6.6% | 0.20% | +13.4% |
| Q1 2022 | $11,654,000 | -26.9% | 147,727 | -25.1% | 0.18% | -24.2% |
| Q4 2021 | $15,935,000 | +69.4% | 197,146 | +55.6% | 0.24% | +55.3% |
| Q3 2021 | $9,409,000 | +33.5% | 126,732 | +36.0% | 0.15% | +34.5% |
| Q2 2021 | $7,049,000 | +3.7% | 93,212 | 0.0% | 0.11% | -2.6% |
| Q1 2021 | $6,797,000 | +13.7% | 93,212 | 0.0% | 0.12% | +5.5% |
| Q4 2020 | $5,979,000 | +16.0% | 93,212 | 0.0% | 0.11% | +6.8% |
| Q3 2020 | $5,155,000 | -12.8% | 93,212 | -18.4% | 0.10% | -19.5% |
| Q2 2020 | $5,909,000 | +20.4% | 114,177 | +4.7% | 0.13% | +7.6% |
| Q1 2020 | $4,907,000 | – | 109,087 | – | 0.12% | – |
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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% |